KAI β€” Kadant Inc

Ownership history in Financial Management Professionals, Inc.  Β·  8 quarters on record

AI Ownership Summary

Financial Management Professionals, Inc. reported Kadant Inc (KAI) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows KAI 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.

What this KAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Management Professionals, Inc.'s position in Kadant 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
2025 Q3

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

High-water mark
Peak Conviction
0.01% in 2024 Q1

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 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 Financial Management Professionals, Inc. held KAI β€” position size vs. price
% of Fund (quarterly)    KAI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 51 -16 -23.9% 0.00% $15K 2025-10-15 $290.96
2025 Q2 REDUCED 67 -110 -62.1% 0.00% $21K 2025-07-15 $317.08
2025 Q1 REDUCED 177 -15 -7.8% 0.01% $60K 2025-04-10 $311.07
2024 Q4 REDUCED 192 -1 -0.5% 0.01% $66K 2025-01-15 $362.31
2024 Q3 UNCHANGED 193 β€” 0% 0.01% $65K 2024-10-24 $316.25
2024 Q2 UNCHANGED 193 β€” 0% 0.01% $57K 2024-07-12 $322.33
2024 Q1 UNCHANGED 193 β€” 0% 0.01% $63K 2024-04-16 $288.87
2023 Q4 INITIATED 193 β€” β€” 0.01% $54K 2024-01-12 $260.49

FAQ About Financial Management Professionals, Inc. and KAI

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

How long has Financial Management Professionals, Inc. reported owning KAI?

Financial Management Professionals, Inc. reported KAI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported KAI position in Financial Management Professionals, Inc.'s portfolio?

The largest reported portfolio weight for KAI was 0.01% in 2024 Q1.

What is the latest reported KAI position on this page?

The most recent filing on this page is 2025 Q3, when Financial Management Professionals, Inc. reported 51 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this KAI ownership page compare?

The chart compares Financial Management Professionals, Inc.'s quarterly KAI 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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