Ownership history in DecisionPoint Financial, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in ISHARES TR (SLQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 93,546 | -3,504 | -3.6% | 1.04% | $4.7M | $50.34 |
| 2025 Q3 | REDUCED | 97,050 | -5,395 | -5.3% | 1.15% | $4.9M | $49.76 |
| 2025 Q2 | REDUCED | 102,445 | -2,719 | -2.6% | 1.32% | $5.2M | $49.00 |
| 2025 Q1 | REDUCED | 105,164 | -4,576 | -4.2% | 1.53% | $5.3M | $48.20 |
| 2024 Q4 | ADDED | 109,740 | +661 | +0.6% | 1.67% | $5.5M | $47.37 |
| 2024 Q3 | REDUCED | 109,079 | -1,104 | -1.0% | 1.74% | $5.5M | $47.41 |
| 2024 Q2 | ADDED | 110,183 | +7,629 | +7.4% | 1.84% | $5.5M | $45.87 |
| 2024 Q1 | REDUCED | 102,554 | -125 | -0.1% | 2.00% | $5.0M | $45.42 |
| 2023 Q4 | REDUCED | 102,679 | -720 | -0.7% | 2.17% | $5.1M | $45.14 |
| 2023 Q3 | REDUCED | 103,399 | -4,816 | -4.5% | 2.59% | $5.0M | $43.56 |
As of 2025 Q4 — sorted by position size