FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. LVHI LEGG MASON ETF INVT

Ownership history in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.  ·  13 quarters on record

AI Ownership Summary

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported LEGG MASON ETF INVT (LVHI) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.61% in 2026 Q1. The latest visible filing shows LVHI at 2.25% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LVHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s position in LEGG MASON ETF INVT, 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

LVHI was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% 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 Q1 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 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. held LVHI — position size vs. price
% of Fund (quarterly)    LVHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 114,176 -1,612 -1.4% 2.25% $4.6M 2026-07-08 $41.16
2026 Q1 REDUCED 115,788 -2,550 -2.2% 2.61% $4.7M 2026-04-14 $40.54
2025 Q4 ADDED 118,338 +915 +0.8% 2.36% $4.4M 2026-01-28 $37.32
2025 Q3 ADDED 117,423 +1,799 +1.6% 2.29% $4.1M 2025-10-16 $33.70
2025 Q2 ADDED 115,624 +2,542 +2.2% 2.19% $3.8M 2025-07-23 $32.18
2025 Q1 ADDED 113,082 +3,078 +2.8% 2.27% $3.7M 2025-04-15 $28.54
2024 Q4 ADDED 110,004 +4,999 +4.8% 1.96% $3.4M 2025-01-14 $28.48
2024 Q3 ADDED 105,005 +6,492 +6.6% 1.94% $3.3M 2024-10-07 $28.21
2024 Q2 ADDED 98,513 +2,919 +3.1% 1.98% $2.9M 2024-07-11 $27.38
2024 Q1 ADDED 95,594 +5,266 +5.8% 2.17% $2.8M 2024-04-16 $25.76
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. and LVHI

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

How long has FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported owning LVHI?

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported LVHI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LVHI position in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for LVHI was 2.61% in 2026 Q1.

What is the latest reported LVHI position on this page?

The most recent filing on this page is 2026 Q2, when FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported 114,176 shares, equal to 2.25% of portfolio, with an estimated market value of $4.6M.

What does the chart on this LVHI ownership page compare?

The chart compares FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s quarterly LVHI 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 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. time their LVHI position?

Based on 13F filing dates vs. subsequent LVHI price moves, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. correctly timed 10 out of 12 reported position changes (83%). The annualised alpha on LVHI relative to SPY over the holding period was +1.2%.

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