GLOF β€” ISHARES TR

Ownership history in DAYMARK WEALTH PARTNERS, LLC  Β·  3 quarters on record

AI Ownership Summary

DAYMARK WEALTH PARTNERS, LLC reported ISHARES TR (GLOF) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.16% in 2025 Q2. The latest visible filing shows GLOF at 0.08% 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 GLOF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAYMARK WEALTH PARTNERS, 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 Q4

GLOF was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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
2025 Q2 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 DAYMARK WEALTH PARTNERS, LLC held GLOF β€” position size vs. price
% of Fund (quarterly)    GLOF 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 Q4 REDUCED 45,926 -32,700 -41.6% 0.08% $2.4M 2026-02-14 (Est.) $54.64
2025 Q3 REDUCED 78,626 -10,548 -11.8% 0.14% $4.1M 2025-10-22 $51.24
2025 Q2 INITIATED 89,174 β€” β€” 0.16% $4.3M 2025-08-04 $48.52

FAQ About DAYMARK WEALTH PARTNERS, LLC and GLOF

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

How long has DAYMARK WEALTH PARTNERS, LLC reported owning GLOF?

DAYMARK WEALTH PARTNERS, LLC reported GLOF across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported GLOF position in DAYMARK WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for GLOF was 0.16% in 2025 Q2.

What is the latest reported GLOF position on this page?

The most recent filing on this page is 2025 Q4, when DAYMARK WEALTH PARTNERS, LLC reported 45,926 shares, equal to 0.08% of portfolio, with an estimated market value of $2.4M.

What does the chart on this GLOF ownership page compare?

The chart compares DAYMARK WEALTH PARTNERS, LLC's quarterly GLOF 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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