VATE β€” INNOVATE CORP

Ownership history in Darwin Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Darwin Wealth Management, LLC reported INNOVATE CORP (VATE) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows VATE at 0.00% 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 VATE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Darwin Wealth Management, LLC's position in INNOVATE CORP, 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

VATE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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 Darwin Wealth Management, LLC held VATE β€” position size vs. price
% of Fund (quarterly)    VATE 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 2 β€” 0% 0.00% $9 2025-10-16 $4.50
2025 Q2 UNCHANGED 2 β€” 0% 0.00% $9 2025-08-18 $4.44
2024 Q3 INITIATED 2 β€” β€” 0.00% $7 2024-11-08 $4.47

FAQ About Darwin Wealth Management, LLC and VATE

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

How long has Darwin Wealth Management, LLC reported owning VATE?

Darwin Wealth Management, LLC reported VATE across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported VATE position in Darwin Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VATE was 0.00% in 2025 Q2.

What is the latest reported VATE position on this page?

The most recent filing on this page is 2025 Q3, when Darwin Wealth Management, LLC reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $9.

What does the chart on this VATE ownership page compare?

The chart compares Darwin Wealth Management, LLC's quarterly VATE 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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