DMAX β€” ISHARES TR

Ownership history in CROSSPOINT FINANCIAL, LLC  Β·  3 quarters on record

AI Ownership Summary

CROSSPOINT FINANCIAL, LLC reported ISHARES TR (DMAX) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 1.38% in 2025 Q1. The latest visible filing shows DMAX at 1.24% 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 DMAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CROSSPOINT FINANCIAL, LLC's position in ISHARES 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 Q3

DMAX was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 CROSSPOINT FINANCIAL, LLC held DMAX β€” position size vs. price
% of Fund (quarterly)    DMAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 19,172 β€” 0% 1.24% $507K 2025-12-03 $26.50
2025 Q2 UNCHANGED 19,172 β€” 0% 1.32% $495K 2025-08-13 $25.86
2025 Q1 INITIATED 19,172 β€” β€” 1.38% $478K 2025-05-01 $24.71

FAQ About CROSSPOINT FINANCIAL, LLC and DMAX

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

How long has CROSSPOINT FINANCIAL, LLC reported owning DMAX?

CROSSPOINT FINANCIAL, LLC reported DMAX across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported DMAX position in CROSSPOINT FINANCIAL, LLC's portfolio?

The largest reported portfolio weight for DMAX was 1.38% in 2025 Q1.

What is the latest reported DMAX position on this page?

The most recent filing on this page is 2025 Q3, when CROSSPOINT FINANCIAL, LLC reported 19,172 shares, equal to 1.24% of portfolio, with an estimated market value of $507K.

What does the chart on this DMAX ownership page compare?

The chart compares CROSSPOINT FINANCIAL, LLC's quarterly DMAX 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.

← Back to CROSSPOINT FINANCIAL, LLC Holdings