DHJJ Financial Advisors, Ltd. STGW STAGWELL INC

Ownership history in DHJJ Financial Advisors, Ltd.  ·  11 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported STAGWELL INC (STGW) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows STGW 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STGW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'s position in STAGWELL INC, 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

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 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 DHJJ Financial Advisors, Ltd. held STGW — position size vs. price
% of Fund (quarterly)    STGW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 85 0% 0.00% $535 2026-04-09 $6.49
2025 Q4 UNCHANGED 85 0% 0.00% $416 2026-01-23 $6.64
2025 Q3 UNCHANGED 85 0% 0.00% $479 2025-10-20 $5.24
2025 Q2 UNCHANGED 85 0% 0.00% $383 2025-07-21 $4.85
2025 Q1 UNCHANGED 85 0% 0.00% $515 2025-04-18 $5.43
2024 Q4 UNCHANGED 85 0% 0.00% $560 2025-01-30 $6.40
2024 Q3 UNCHANGED 85 0% 0.00% $597 2024-10-22 $6.43
2024 Q2 UNCHANGED 85 0% 0.00% $580 2024-07-12 $7.11
2024 Q1 UNCHANGED 85 0% 0.00% $529 2024-04-11 $5.58
2023 Q4 UNCHANGED 85 0% 0.00% $564 2024-01-30 $6.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DHJJ Financial Advisors, Ltd. and STGW

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

How long has DHJJ Financial Advisors, Ltd. reported owning STGW?

DHJJ Financial Advisors, Ltd. reported STGW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STGW position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for STGW was 0.00% in 2023 Q4.

What is the latest reported STGW position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 85 shares, equal to 0.00% of portfolio, with an estimated market value of $535.

What does the chart on this STGW ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly STGW 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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