AMAX — STARBOARD INVT TR

Ownership history in CENTAURUS FINANCIAL, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. reported a position in STARBOARD INVT TR (AMAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2022 Q2)
Avg. % of fund
0.02%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 18,000 — 0% 0.01% $142K $7.74
2025 Q3 REDUCED 18,000 -446 -2.4% 0.01% $148K $7.83
2025 Q2 REDUCED 18,446 -6,737 -26.8% 0.01% $145K $7.34
2025 Q1 UNCHANGED 25,183 — 0% 0.01% $186K $6.76
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMAX price (monthly, adj. close)

Other funds also holding AMAX

As of 2025 Q4 — sorted by position size

Encompass More Asset Management 0.97% Rockport Wealth LLC 0.52% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.11% LaSalle St. Investment Advisors, LLC 3Y 0.05% Empirical Asset Management, LLC 3Y 0.03% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0% Ausdal Financial Partners, Inc. 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0%
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