EMO β€” CLEARBRIDGE ENERGY MIDSTRM OPP COM

Ownership history in Future Financial Wealth Managment LLC  Β·  3 quarters on record

AI Ownership Summary

Future Financial Wealth Managment LLC reported CLEARBRIDGE ENERGY MIDSTRM OPP COM (EMO) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q3. The latest visible filing shows EMO at 0.50% 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 EMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Future Financial Wealth Managment LLC's position in CLEARBRIDGE ENERGY MIDSTRM OPP COM, 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

EMO was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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 Future Financial Wealth Managment LLC held EMO β€” position size vs. price
% of Fund (quarterly)    EMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,822 -6,047 -27.7% 0.50% $739K 2026-02-14 (Est.) $49.81
2025 Q3 ADDED 21,869 +5,648 +34.8% 0.62% $982K 2025-10-15 $41.13
2025 Q2 INITIATED 16,221 β€” β€” 0.53% $778K 2025-07-21 $44.75

FAQ About Future Financial Wealth Managment LLC and EMO

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

How long has Future Financial Wealth Managment LLC reported owning EMO?

Future Financial Wealth Managment LLC reported EMO across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported EMO position in Future Financial Wealth Managment LLC's portfolio?

The largest reported portfolio weight for EMO was 0.62% in 2025 Q3.

What is the latest reported EMO position on this page?

The most recent filing on this page is 2025 Q4, when Future Financial Wealth Managment LLC reported 15,822 shares, equal to 0.50% of portfolio, with an estimated market value of $739K.

What does the chart on this EMO ownership page compare?

The chart compares Future Financial Wealth Managment LLC's quarterly EMO 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 Future Financial Wealth Managment LLC Holdings