MORT β€” VANECK ETF TRUST

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  Β·  7 quarters on record

AI Ownership Summary

DRIVE WEALTH MANAGEMENT, LLC reported VANECK ETF TRUST (MORT) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.86% in 2024 Q3. The latest visible filing shows MORT at 0.29% 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 MORT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIVE WEALTH MANAGEMENT, LLC's position in VANECK ETF TRUST, 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 Q3

MORT was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 DRIVE WEALTH MANAGEMENT, LLC held MORT β€” position size vs. price
% of Fund (quarterly)    MORT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 127,503 -216,922 -63.0% 0.29% $1.4M 2025-10-31 $10.03
2025 Q2 ADDED 344,425 +27,823 +8.8% 0.80% $3.6M 2025-07-30 $9.90
2025 Q1 ADDED 316,602 +20,752 +7.0% 0.83% $3.5M 2025-05-07 $9.24
2024 Q4 ADDED 295,850 +22,829 +8.4% 0.77% $3.1M 2025-01-22 $9.53
2024 Q3 ADDED 273,021 +106,518 +64.0% 0.86% $3.3M 2024-11-07 $9.61
2024 Q2 ADDED 166,503 +37,910 +29.5% 0.50% $1.9M 2024-08-01 $9.56
2024 Q1 INITIATED 128,593 β€” β€” 0.42% $1.5M 2024-04-22 $8.73

FAQ About DRIVE WEALTH MANAGEMENT, LLC and MORT

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

How long has DRIVE WEALTH MANAGEMENT, LLC reported owning MORT?

DRIVE WEALTH MANAGEMENT, LLC reported MORT across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MORT position in DRIVE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for MORT was 0.86% in 2024 Q3.

What is the latest reported MORT position on this page?

The most recent filing on this page is 2025 Q3, when DRIVE WEALTH MANAGEMENT, LLC reported 127,503 shares, equal to 0.29% of portfolio, with an estimated market value of $1.4M.

What does the chart on this MORT ownership page compare?

The chart compares DRIVE WEALTH MANAGEMENT, LLC's quarterly MORT 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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