Forum Finance Group S.A. TNA β€” DIREXION DAILY SMALL CAP BULL 3X

Ownership history in Forum Finance Group S.A.  Β·  1 quarter on record

AI Ownership Summary

Forum Finance Group S.A. reported DIREXION DAILY SMALL CAP BULL 3X (TNA) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows TNA at 0.28% 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 TNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forum Finance Group S.A.'s position in DIREXION DAILY SMALL CAP BULL 3X, 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 Q1

TNA was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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
2026 Q1 to 2026 Q1

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 Forum Finance Group S.A. held TNA β€” position size vs. price
% of Fund (quarterly)    TNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 13,630 β€” β€” 0.28% $508 2026-05-07 $63.86

FAQ About Forum Finance Group S.A. and TNA

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

How long has Forum Finance Group S.A. reported owning TNA?

Forum Finance Group S.A. reported TNA across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported TNA position in Forum Finance Group S.A.'s portfolio?

The largest reported portfolio weight for TNA was 0.28% in 2026 Q1.

What is the latest reported TNA position on this page?

The most recent filing on this page is 2026 Q1, when Forum Finance Group S.A. reported 13,630 shares, equal to 0.28% of portfolio, with an estimated market value of $508.

What does the chart on this TNA ownership page compare?

The chart compares Forum Finance Group S.A.'s quarterly TNA 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.

← Back to Forum Finance Group S.A. Holdings