OCTZ β€” LISTED FD TR

Ownership history in Decker Retirement Planning Inc.  Β·  4 quarters on record

AI Ownership Summary

Decker Retirement Planning Inc. reported LISTED FD TR (OCTZ) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows OCTZ 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 OCTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Decker Retirement Planning Inc.'s position in LISTED FD 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Decker Retirement Planning Inc. held OCTZ β€” position size vs. price
% of Fund (quarterly)    OCTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 173 +76 +78.4% 0.00% $7K 2026-04-21 $43.52
2025 Q2 ADDED 97 +44 +83.0% 0.00% $4K 2025-08-06 $40.02
2025 Q1 UNCHANGED 53 β€” 0% 0.00% $2K 2025-04-24 $36.00
2024 Q4 INITIATED 53 β€” β€” 0.00% $2K 2025-01-15 $38.06

FAQ About Decker Retirement Planning Inc. and OCTZ

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

How long has Decker Retirement Planning Inc. reported owning OCTZ?

Decker Retirement Planning Inc. reported OCTZ across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OCTZ position in Decker Retirement Planning Inc.'s portfolio?

The largest reported portfolio weight for OCTZ was 0.00% in 2026 Q1.

What is the latest reported OCTZ position on this page?

The most recent filing on this page is 2026 Q1, when Decker Retirement Planning Inc. reported 173 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this OCTZ ownership page compare?

The chart compares Decker Retirement Planning Inc.'s quarterly OCTZ 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 Decker Retirement Planning Inc. Holdings