Ownership history in Empowered Funds, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in NATURAL ALTERNATIVES INTL IN (NAII). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Empowered Funds, LLC underperformed the S&P 500 by β43.1% annually on this NAII position. Timing score: 30% (3/10 decisions correct). Average cost basis: $6.80. Maximum drawdown during holding period: β60.4%.
β Significantly underperformed the S&P 500 by 43.1% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $2.85 (2025 Q3) Β· Worst: $7.20 (2023 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 1 trim. Bought during 7 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size