Consolidated Portfolio Review Corp IFN — INDIA FD INC

Ownership history in Consolidated Portfolio Review Corp  ·  11 quarters on record

AI Ownership Summary

Consolidated Portfolio Review Corp reported INDIA FD INC (IFN) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.45% in 2024 Q3. The latest visible filing shows IFN at 0.22% 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 IFN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Consolidated Portfolio Review Corp's position in INDIA FD INC, 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

IFN was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% 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 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.

IFN stock page Consolidated Portfolio Review Corp fund profile Consolidated Portfolio Review Corp full holdings
How Consolidated Portfolio Review Corp held IFN — position size vs. price
% of Fund (quarterly)    IFN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 121,534 +2,445 +2.1% 0.22% $1.8M 2025-11-12 $13.80
2025 Q2 ADDED — — — 119,089 +4,794 +4.2% 0.27% $2.0M 2025-07-18 $14.02
2025 Q1 ADDED — — — 114,295 +8,314 +7.8% 0.29% $1.8M 2025-04-23 $13.62
2024 Q4 ADDED — — — 105,981 +619 +0.6% 0.26% $1.7M 2025-01-27 $13.10
2024 Q3 ADDED — — — 105,362 +10,121 +10.6% 0.45% $2.0M 2024-10-24 $14.35
2024 Q2 ADDED — — — 95,241 +13,418 +16.4% 0.40% $1.7M 2024-08-01 $14.23
2024 Q1 ADDED — — — 81,823 +1,863 +2.3% 0.44% $1.7M 2024-04-30 $13.79
2023 Q4 REDUCED — — — 79,960 -1,484 -1.8% 0.33% $1.5M 2024-01-29 $14.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IFN

As of 2026 Q1 — sorted by position size

Advocate Investing Services LLC 0.92% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.48% DECISION INVESTMENTS, INC 0.2% Penserra Capital Management LLC 3Y 7Y 0.15% Hudson Portfolio Management LLC 3Y 0.1% INTEGRITY WEALTH ADVISORS, INC. 0.07% SCHNIEDERS CAPITAL MANAGEMENT, LLC. 0.06% one8zero8, LLC 0.04% Pettinga Financial Advisors LLC 3Y 7Y 0.04% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.02%

FAQ About Consolidated Portfolio Review Corp and IFN

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

How long has Consolidated Portfolio Review Corp reported owning IFN?

Consolidated Portfolio Review Corp reported IFN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IFN position in Consolidated Portfolio Review Corp's portfolio?

The largest reported portfolio weight for IFN was 0.45% in 2024 Q3.

What is the latest reported IFN position on this page?

The most recent filing on this page is 2025 Q3, when Consolidated Portfolio Review Corp reported 121,534 shares, equal to 0.22% of portfolio, with an estimated market value of $1.8M.

What does the chart on this IFN ownership page compare?

The chart compares Consolidated Portfolio Review Corp's quarterly IFN 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 Consolidated Portfolio Review Corp time their IFN position?

Based on 13F filing dates vs. subsequent IFN price moves, Consolidated Portfolio Review Corp correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on IFN relative to SPY over the holding period was -11.4%.

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