Estate Counselors, LLC TBFG ETF SER SOLUTIONS

Ownership history in Estate Counselors, LLC  ·  9 quarters on record

AI Ownership Summary

Estate Counselors, LLC reported ETF SER SOLUTIONS (TBFG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 32.1% in 2025 Q3. The latest visible filing shows TBFG at 31.65% 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 TBFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Estate Counselors, LLC's position in ETF SER SOLUTIONS, 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

TBFG was reported at 31.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
32.1% in 2025 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 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 Estate Counselors, LLC held TBFG — position size vs. price
% of Fund (quarterly)    TBFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,911,928 -468,431 -3.8% 31.65% $355.5M 2026-05-15 $32.08
2025 Q4 REDUCED 12,380,359 -286,006 -2.3% 31.02% $370.4M 2026-02-02 $30.88
2025 Q3 ADDED 12,666,365 +1,402,231 +12.4% 32.10% $373.9M 2025-10-31 $29.50
2025 Q2 ADDED 11,264,134 +272,606 +2.5% 30.91% $314.4M 2025-08-11 $27.73
2025 Q1 ADDED 10,991,528 +481,697 +4.6% 30.04% $289.8M 2025-05-14 $26.11
2024 Q4 ADDED 10,509,831 +118,846 +1.1% 30.15% $282.0M 2025-02-14 $27.05
2024 Q3 ADDED 10,390,985 +12,703 +0.1% 29.90% $288.6M 2024-11-12 $26.64
2024 Q2 ADDED 10,378,282 +20,649 +0.2% 30.48% $278.3M 2024-08-08 $24.98
2024 Q1 INITIATED 10,357,633 31.71% $276.9M 2024-05-14 $25.29

🏢 Other funds also holding TBFG

As of 2026 Q1 — sorted by position size

UBS Group AG 3Y 7Y 0.0% FMR LLC 3Y 7Y 0.0%

FAQ About Estate Counselors, LLC and TBFG

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

How long has Estate Counselors, LLC reported owning TBFG?

Estate Counselors, LLC reported TBFG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TBFG position in Estate Counselors, LLC's portfolio?

The largest reported portfolio weight for TBFG was 32.10% in 2025 Q3.

What is the latest reported TBFG position on this page?

The most recent filing on this page is 2026 Q1, when Estate Counselors, LLC reported 11,911,928 shares, equal to 31.65% of portfolio, with an estimated market value of $355.5M.

What does the chart on this TBFG ownership page compare?

The chart compares Estate Counselors, LLC's quarterly TBFG 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 Estate Counselors, LLC time their TBFG position?

Based on 13F filing dates vs. subsequent TBFG price moves, Estate Counselors, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on TBFG relative to SPY over the holding period was -6.1%.

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