GAMMA Investing LLC ISTR — INVESTAR HLDG CORP COM

Ownership history in GAMMA Investing LLC  ·  8 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported INVESTAR HLDG CORP COM (ISTR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows ISTR at 0.00% 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 ISTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in INVESTAR HLDG CORP 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
2026 Q2

ISTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

ISTR stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held ISTR — position size vs. price
% of Fund (quarterly)    ISTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 223 +48 +27.4% 0.00% $7K 2026-07-07 $29.19
2026 Q1 ADDED — — — 175 +31 +21.5% 0.00% $5K 2026-04-06 $27.68
2025 Q4 ADDED — — — 144 +79 +121.5% 0.00% $4K 2026-01-05 $26.57
2025 Q3 ADDED — — — 65 +43 +195.5% 0.00% $2K 2025-10-02 $22.42
2025 Q2 REDUCED 98.8% +19.8% ❌ 22 -1,757 -98.8% 0.00% $425 2025-07-14 $21.84
2025 Q1 ADDED — — — 1,779 +1,725 +3194.4% 0.00% $101K 2025-04-07 $16.01
2024 Q4 ADDED — — — 54 +42 +350.0% 0.00% $1K 2025-01-03 $20.63
2024 Q3 INITIATED — — — 12 — — 0.00% $233 2024-10-07 $18.32

🏢 Other funds also holding ISTR

As of 2026 Q2 — sorted by position size

Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Capital Advisors, Ltd. LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About GAMMA Investing LLC and ISTR

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

How long has GAMMA Investing LLC reported owning ISTR?

GAMMA Investing LLC reported ISTR across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported ISTR position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for ISTR was 0.00% in 2025 Q1.

What is the latest reported ISTR position on this page?

The most recent filing on this page is 2026 Q2, when GAMMA Investing LLC reported 223 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this ISTR ownership page compare?

The chart compares GAMMA Investing LLC's quarterly ISTR 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 GAMMA Investing LLC time their ISTR position?

Based on 13F filing dates vs. subsequent ISTR price moves, GAMMA Investing LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on ISTR relative to SPY over the holding period was +10.2%.

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