F/m Investments LLC XFIX F/M OPPORTUNISTIC INC

Ownership history in F/m Investments LLC  ·  9 quarters on record

AI Ownership Summary

F/m Investments LLC reported F/M OPPORTUNISTIC INC (XFIX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.17% in 2026 Q1. The latest visible filing shows XFIX at 1.70% 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 XFIX 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 F/M OPPORTUNISTIC 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
2026 Q2

XFIX was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2026 Q1

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 2026 Q2

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 XFIX — position size vs. price
% of Fund (quarterly)    XFIX 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 Q2 ADDED 650,973 +13,746 +2.2% 1.70% $33.4M 2026-08-05 $nan
2026 Q1 ADDED 637,227 +16,933 +2.7% 2.17% $32.7M 2026-05-11
2025 Q4 ADDED 620,294 +133,293 +27.4% 1.23% $32.2M 2026-02-03
2025 Q3 REDUCED 487,001 -66,372 -12.0% 0.98% $25.4M 2025-11-13
2025 Q2 REDUCED 553,373 -37,218 -6.3% 1.04% $28.7M 2025-08-13
2025 Q1 ADDED 590,591 +12,418 +2.1% 1.22% $30.6M 2025-05-14
2024 Q4 ADDED 578,173 +521,173 +914.3% 1.10% $29.9M 2025-02-13
2024 Q3 ADDED 57,000 +3,800 +7.1% 0.10% $3.0M 2024-10-29
2024 Q2 INITIATED 53,200 0.10% $2.7M 2024-07-29

FAQ About F/m Investments LLC and XFIX

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 XFIX?

F/m Investments LLC reported XFIX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for XFIX was 2.17% in 2026 Q1.

What is the latest reported XFIX position on this page?

The most recent filing on this page is 2026 Q2, when F/m Investments LLC reported 650,973 shares, equal to 1.70% of portfolio, with an estimated market value of $33.4M.

What does the chart on this XFIX ownership page compare?

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