EZBC β€” EZBC

Ownership history in CALDWELL SUTTER CAPITAL, INC.  Β·  6 quarters on record

AI Ownership Summary

CALDWELL SUTTER CAPITAL, INC. reported EZBC (EZBC) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows EZBC at 0.00% 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.

What this EZBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALDWELL SUTTER CAPITAL, INC.'s position in EZBC, 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 Q3

EZBC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 CALDWELL SUTTER CAPITAL, INC. held EZBC β€” position size vs. price
% of Fund (quarterly)    EZBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10 -10 -50.0% 0.00% $662 2025-10-29 $64.03
2025 Q2 UNCHANGED 20 β€” 0% 0.00% $1K 2025-07-11 $68.49
2025 Q1 UNCHANGED 20 β€” 0% 0.00% $955 2025-04-16 $48.88
2024 Q4 REDUCED 20 -10 -33.3% 0.00% $1K 2025-01-21 $61.58
2024 Q3 UNCHANGED 30 β€” 0% 0.00% $1K 2024-10-25 $38.69
2024 Q2 INITIATED 30 β€” β€” 0.00% $1K 2024-07-23 $37.99

FAQ About CALDWELL SUTTER CAPITAL, INC. and EZBC

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

How long has CALDWELL SUTTER CAPITAL, INC. reported owning EZBC?

CALDWELL SUTTER CAPITAL, INC. reported EZBC across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported EZBC position in CALDWELL SUTTER CAPITAL, INC.'s portfolio?

The largest reported portfolio weight for EZBC was 0.00% in 2025 Q2.

What is the latest reported EZBC position on this page?

The most recent filing on this page is 2025 Q3, when CALDWELL SUTTER CAPITAL, INC. reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $662.

What does the chart on this EZBC ownership page compare?

The chart compares CALDWELL SUTTER CAPITAL, INC.'s quarterly EZBC 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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