Christopher J. Hasenberg, Inc FLQL — FRANKLIN LIBERTYQ U.S. EQUITY ETF

Ownership history in Christopher J. Hasenberg, Inc  ·  7 quarters on record

AI Ownership Summary

Christopher J. Hasenberg, Inc reported FRANKLIN LIBERTYQ U.S. EQUITY ETF (FLQL) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.96% in 2024 Q3. The latest visible filing shows FLQL at 1.34% 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 FLQL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Christopher J. Hasenberg, Inc's position in FRANKLIN LIBERTYQ U.S. EQUITY ETF, 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 Q2

FLQL was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2024 Q3

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 2025 Q2

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.

FLQL stock page Christopher J. Hasenberg, Inc fund profile Christopher J. Hasenberg, Inc full holdings
How Christopher J. Hasenberg, Inc held FLQL — position size vs. price
% of Fund (quarterly)    FLQL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 53.7% +8.2% ❌ 57,285 -66,470 -53.7% 1.34% $3.6M 2025-08-14 (Est.) $65.62
2025 Q1 REDUCED — — — 123,755 -1,166 -0.9% 2.91% $7.0M 2025-04-30 $55.80
2024 Q4 ADDED — — — 124,921 +1,448 +1.2% 2.95% $7.3M 2025-01-14 $57.57
2024 Q3 ADDED — — — 123,473 +13,605 +12.4% 2.96% $7.2M 2024-10-09 $57.51
2024 Q2 ADDED — — — 109,868 +5,187 +5.0% 2.77% $6.1M 2024-07-25 $53.50
2024 Q1 ADDED — — — 104,681 +319 +0.3% 2.74% $5.6M 2024-04-24 $49.88
2023 Q4 INITIATED — — — 104,362 — — 2.78% $5.0M 2024-02-13 $49.09

🏢 Other funds also holding FLQL

As of 2026 Q1 — sorted by position size

Sequent Planning LLC 3.36% Elevation Capital Advisory, LLC 3Y 2.81% Lakeshore Capital Group, Inc. 1.76% Paul R. Ried Financial Group, LLC 1.39% ARRIEN INVESTMENTS, INC. 0.72% Sanctuary Advisors, LLC 0.61% Steward Partners Investment Advisory, LLC 3Y 7Y 0.42% Core Wealth Partners LLC 3Y 0.42% CRUX WEALTH ADVISORS 0.4% MGO ONE SEVEN LLC 3Y 7Y 0.18%

FAQ About Christopher J. Hasenberg, Inc and FLQL

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

How long has Christopher J. Hasenberg, Inc reported owning FLQL?

Christopher J. Hasenberg, Inc reported FLQL across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported FLQL position in Christopher J. Hasenberg, Inc's portfolio?

The largest reported portfolio weight for FLQL was 2.96% in 2024 Q3.

What is the latest reported FLQL position on this page?

The most recent filing on this page is 2025 Q2, when Christopher J. Hasenberg, Inc reported 57,285 shares, equal to 1.34% of portfolio, with an estimated market value of $3.6M.

What does the chart on this FLQL ownership page compare?

The chart compares Christopher J. Hasenberg, Inc's quarterly FLQL 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.

How well did Christopher J. Hasenberg, Inc time their FLQL position?

Based on 13F filing dates vs. subsequent FLQL price moves, Christopher J. Hasenberg, Inc correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on FLQL relative to SPY over the holding period was +0.3%.

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