Empirical Asset Management, LLC QVMM — nan

Ownership history in Empirical Asset Management, LLC  ·  8 quarters on record

AI Ownership Summary

Empirical Asset Management, LLC reported nan (QVMM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.59% in 2024 Q3. The latest visible filing shows QVMM at 0.08% 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 QVMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empirical Asset Management, LLC's position in nan, 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

QVMM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% 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 Q2 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.

QVMM stock page Empirical Asset Management, LLC fund profile Empirical Asset Management, LLC full holdings
How Empirical Asset Management, LLC held QVMM — position size vs. price
% of Fund (quarterly)    QVMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,198 -1,149 -11.1% 0.08% $292K 2026-05-11 $34.51
2025 Q4 REDUCED 62.5% +3.3% ❌ 10,347 -17,268 -62.5% 0.09% $318K 2026-02-06 $33.44
2025 Q3 REDUCED 51.1% +3.2% ❌ 27,615 -28,911 -51.1% 0.23% $837K 2025-11-12 $30.25
2025 Q2 ADDED — — — 56,526 +913 +1.6% 0.50% $1.6M 2025-07-29 $29.39
2025 Q1 ADDED — — — 55,613 +1,403 +2.6% 0.51% $1.5M 2025-05-12 $27.87
2024 Q4 REDUCED 5.3% -5.4% ✅ 54,210 -3,053 -5.3% 0.52% $1.6M 2025-01-15 $28.93
2024 Q3 ADDED — — — 57,263 +37,061 +183.5% 0.59% $1.7M 2024-10-11 $28.55
2024 Q2 INITIATED — — — 20,202 — — 0.21% $547K 2024-08-12 $26.29

🏢 Other funds also holding QVMM

As of 2026 Q1 — sorted by position size

Municipal Employees' Retirement System of Michigan 3Y 7Y 4.28% Fragasso Financial Advisors Inc 3Y 7Y 0.04% Private Advisor Group, LLC 3Y 7Y 0.01% RAYMOND JAMES FINANCIAL INC 0.0% Kestra Advisory Services, LLC 3Y 0.0% Aptus Capital Advisors, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About Empirical Asset Management, LLC and QVMM

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

How long has Empirical Asset Management, LLC reported owning QVMM?

Empirical Asset Management, LLC reported QVMM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported QVMM position in Empirical Asset Management, LLC's portfolio?

The largest reported portfolio weight for QVMM was 0.59% in 2024 Q3.

What is the latest reported QVMM position on this page?

The most recent filing on this page is 2026 Q1, when Empirical Asset Management, LLC reported 9,198 shares, equal to 0.08% of portfolio, with an estimated market value of $292K.

What does the chart on this QVMM ownership page compare?

The chart compares Empirical Asset Management, LLC's quarterly QVMM 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.

How well did Empirical Asset Management, LLC time their QVMM position?

Based on 13F filing dates vs. subsequent QVMM price moves, Empirical Asset Management, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on QVMM relative to SPY over the holding period was -4.2%.

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