F/m Investments LLC VBTX β€” VERITEX HLDGS INC

Ownership history in F/m Investments LLC  Β·  6 quarters on record

AI Ownership Summary

F/m Investments LLC reported VERITEX HLDGS INC (VBTX) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.42% in 2024 Q3. The latest visible filing shows VBTX at 0.10% 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 VBTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in VERITEX HLDGS 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

VBTX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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 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 F/m Investments LLC held VBTX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 77,156 -93,730 -54.8% 0.10% $2.6M 2025-11-13 β€”
2025 Q2 ADDED β€” β€” β€” 170,886 +853 +0.5% 0.16% $4.5M 2025-08-13 β€”
2025 Q1 ADDED β€” β€” β€” 170,033 +669 +0.4% 0.17% $4.2M 2025-05-14 β€”
2024 Q4 REDUCED β€” β€” β€” 169,364 -334,831 -66.4% 0.17% $4.6M 2025-02-13 β€”
2024 Q3 ADDED β€” β€” β€” 504,195 +101,973 +25.4% 0.42% $13.3M 2024-10-29 β€”
2024 Q2 INITIATED β€” β€” β€” 402,222 β€” β€” 0.31% $8.5M 2024-07-29 β€”

🏒 Other funds also holding VBTX

As of 2026 Q1 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About F/m Investments LLC and VBTX

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

How long has F/m Investments LLC reported owning VBTX?

F/m Investments LLC reported VBTX across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported VBTX position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for VBTX was 0.42% in 2024 Q3.

What is the latest reported VBTX position on this page?

The most recent filing on this page is 2025 Q3, when F/m Investments LLC reported 77,156 shares, equal to 0.10% of portfolio, with an estimated market value of $2.6M.

What does the chart on this VBTX ownership page compare?

The chart compares F/m Investments LLC's quarterly VBTX 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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