FRDM ALPHA ARCHITECT ETF TR

Ownership history in Coyle Financial Counsel LLC  ·  16 quarters on record

AI Ownership Summary

Coyle Financial Counsel LLC reported ALPHA ARCHITECT ETF TR (FRDM) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.36% in 2025 Q4. The latest visible filing shows FRDM at 6.36% 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 FRDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coyle Financial Counsel LLC's position in ALPHA ARCHITECT ETF TR, 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 Q4

FRDM was reported at 6.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.36% in 2025 Q4

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 Q4

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 Coyle Financial Counsel LLC held FRDM — position size vs. price
% of Fund (quarterly)    FRDM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 580,560 +23,900 +4.3% 6.36% $29.8M 2026-02-14 (Est.) $60.14
2025 Q3 ADDED 556,660 +33,573 +6.4% 5.69% $24.7M 2025-11-10 $47.73
2025 Q2 ADDED 523,087 +27,195 +5.5% 5.66% $21.1M 2025-08-14 $41.47
2025 Q1 ADDED 495,892 +36,916 +8.0% 5.31% $17.4M 2025-05-01 $35.34
2024 Q4 ADDED 458,976 +65,815 +16.7% 4.75% $15.0M 2025-02-04 $33.50
2024 Q3 ADDED 393,161 +7,737 +2.0% 4.84% $13.9M 2024-11-12 $32.86
2024 Q2 UNCHANGED 385,424 0% 4.65% $13.0M 2024-08-13 $33.26
2024 Q1 ADDED 385,424 +9,812 +2.6% 4.65% $13.0M 2024-05-15 $33.89
2023 Q4 REDUCED 375,612 -2,895 -0.8% 4.75% $12.4M 2024-02-15 $29.91
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coyle Financial Counsel LLC and FRDM

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

How long has Coyle Financial Counsel LLC reported owning FRDM?

Coyle Financial Counsel LLC reported FRDM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FRDM position in Coyle Financial Counsel LLC's portfolio?

The largest reported portfolio weight for FRDM was 6.36% in 2025 Q4.

What is the latest reported FRDM position on this page?

The most recent filing on this page is 2025 Q4, when Coyle Financial Counsel LLC reported 580,560 shares, equal to 6.36% of portfolio, with an estimated market value of $29.8M.

What does the chart on this FRDM ownership page compare?

The chart compares Coyle Financial Counsel LLC's quarterly FRDM 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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