C2C Wealth Management, LLC IDE VOYA INFRASTRUCTURE INDLS &

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

AI Ownership Summary

C2C Wealth Management, LLC reported VOYA INFRASTRUCTURE INDLS & (IDE) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows IDE 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 IDE 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 VOYA INFRASTRUCTURE INDLS &, 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
2026 Q1

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

High-water mark
Peak Conviction
0.28% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 IDE — position size vs. price
% of Fund (quarterly)    IDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 26,232 +7,000 +36.4% 0.28% $327K 2026-04-20 $13.54
2025 Q4 UNCHANGED 19,232 0% 0.20% $237K 2026-01-21 $12.79
2025 Q3 UNCHANGED 19,232 0% 0.20% $233K 2025-11-12 $11.32
2025 Q2 UNCHANGED 19,232 0% 0.20% $225K 2025-07-17 $10.84
2025 Q1 UNCHANGED 19,232 0% 0.19% $203K 2025-04-23 $9.13
2024 Q4 UNCHANGED 19,232 0% 0.18% $195K 2025-02-12 $9.35
2024 Q3 UNCHANGED 19,232 0% 0.21% $223K 2024-11-14 $9.70
2024 Q1 UNCHANGED 19,232 0% 0.20% $202K 2024-04-29 $8.18
2023 Q4 UNCHANGED 19,232 0% 0.16% $193K 2024-02-13 $7.75
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About C2C Wealth Management, LLC and IDE

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 IDE?

C2C Wealth Management, LLC reported IDE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IDE was 0.28% in 2026 Q1.

What is the latest reported IDE position on this page?

The most recent filing on this page is 2026 Q1, when C2C Wealth Management, LLC reported 26,232 shares, equal to 0.28% of portfolio, with an estimated market value of $327K.

What does the chart on this IDE ownership page compare?

The chart compares C2C Wealth Management, LLC's quarterly IDE 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.

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