DIV GLOBAL X FDS

Ownership history in C2C Wealth Management, LLC  ·  17 quarters on record

AI Ownership Summary

C2C Wealth Management, LLC reported GLOBAL X FDS (DIV) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q1. The latest visible filing shows DIV at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C2C Wealth Management, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIV was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How C2C Wealth Management, LLC held DIV — position size vs. price
% of Fund (quarterly)    DIV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 19,000 0% 0.28% $329K 2026-02-14 (Est.) $19.45
2025 Q3 UNCHANGED 19,000 0% 0.29% $336K 2025-11-12 $17.11
2025 Q2 UNCHANGED 19,000 0% 0.30% $334K 2025-07-17 $16.92
2025 Q1 UNCHANGED 19,000 0% 0.34% $358K 2025-04-23 $16.56
2024 Q4 UNCHANGED 19,000 0% 0.32% $343K 2025-02-12 $17.27
2024 Q3 UNCHANGED 19,000 0% 0.33% $352K 2024-11-14 $16.82
2024 Q2 REDUCED 19,000 -1,000 -5.0% 0.32% $328K 2024-08-13 $15.90
2024 Q1 UNCHANGED 20,000 0% 0.34% $348K 2024-04-29 $15.19
2023 Q4 UNCHANGED 20,000 0% 0.29% $346K 2024-02-13 $14.19
2023 Q3 UNCHANGED 20,000 0% 0.05% $317K 2023-10-11 $13.60
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About C2C Wealth Management, LLC and DIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has C2C Wealth Management, LLC reported owning DIV?

C2C Wealth Management, LLC reported DIV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DIV position in C2C Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DIV was 0.34% in 2024 Q1.

What is the latest reported DIV position on this page?

The most recent filing on this page is 2025 Q4, when C2C Wealth Management, LLC reported 19,000 shares, equal to 0.28% of portfolio, with an estimated market value of $329K.

What does the chart on this DIV ownership page compare?

The chart compares C2C Wealth Management, LLC's quarterly DIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to C2C Wealth Management, LLC Holdings