RSP β€” INVSC S P 500 EQUAL WEIGHT ETF

Ownership history in Financially Speaking Inc  Β·  1 quarter on record

AI Ownership Summary

Financially Speaking Inc reported INVSC S P 500 EQUAL WEIGHT ETF (RSP) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 20.37% in 2025 Q4. The latest visible filing shows RSP at 20.37% 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 RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financially Speaking Inc's position in INVSC S P 500 EQUAL WEIGHT ETF, 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 Q4

RSP was reported at 20.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.37% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 Financially Speaking Inc held RSP β€” position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 164,337 β€” β€” 20.37% $31.5M 2026-02-14 (Est.) $202.01

FAQ About Financially Speaking Inc and RSP

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

How long has Financially Speaking Inc reported owning RSP?

Financially Speaking Inc reported RSP across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported RSP position in Financially Speaking Inc's portfolio?

The largest reported portfolio weight for RSP was 20.37% in 2025 Q4.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2025 Q4, when Financially Speaking Inc reported 164,337 shares, equal to 20.37% of portfolio, with an estimated market value of $31.5M.

What does the chart on this RSP ownership page compare?

The chart compares Financially Speaking Inc's quarterly RSP 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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