DEMMING FINANCIAL SERVICES CORP /ADV FPAG β€” INVESTMENT MANAGERS SER TR I

Ownership history in DEMMING FINANCIAL SERVICES CORP /ADV  Β·  2 quarters on record

AI Ownership Summary

DEMMING FINANCIAL SERVICES CORP /ADV reported INVESTMENT MANAGERS SER TR I (FPAG) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.81% in 2025 Q4. The latest visible filing shows FPAG at 2.73% 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 FPAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEMMING FINANCIAL SERVICES CORP /ADV's position in INVESTMENT MANAGERS SER TR I, 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

FPAG was reported at 2.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% in 2025 Q4

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

Time in book
Holding Window
2025 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 DEMMING FINANCIAL SERVICES CORP /ADV held FPAG β€” position size vs. price
% of Fund (quarterly)    FPAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 103,816 +3,201 +3.2% 2.73% $3.8M 2026-04-17 $39.64
2025 Q4 INITIATED β€” β€” β€” 100,615 β€” β€” 2.81% $3.7M 2026-03-13 $36.30

FAQ About DEMMING FINANCIAL SERVICES CORP /ADV and FPAG

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

How long has DEMMING FINANCIAL SERVICES CORP /ADV reported owning FPAG?

DEMMING FINANCIAL SERVICES CORP /ADV reported FPAG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FPAG position in DEMMING FINANCIAL SERVICES CORP /ADV's portfolio?

The largest reported portfolio weight for FPAG was 2.81% in 2025 Q4.

What is the latest reported FPAG position on this page?

The most recent filing on this page is 2026 Q1, when DEMMING FINANCIAL SERVICES CORP /ADV reported 103,816 shares, equal to 2.73% of portfolio, with an estimated market value of $3.8M.

What does the chart on this FPAG ownership page compare?

The chart compares DEMMING FINANCIAL SERVICES CORP /ADV's quarterly FPAG 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 DEMMING FINANCIAL SERVICES CORP /ADV Holdings