OMFS β€” INVESCO RUSSELL

Ownership history in Graney & King, LLC  Β·  5 quarters on record

AI Ownership Summary

Graney & King, LLC reported INVESCO RUSSELL (OMFS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.45% in 2024 Q4. The latest visible filing shows OMFS at 0.33% 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 OMFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graney & King, LLC's position in INVESCO RUSSELL, 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

OMFS was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 Graney & King, LLC held OMFS β€” position size vs. price
% of Fund (quarterly)    OMFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,877 +17 +0.1% 0.33% $573K 2026-02-14 (Est.) $47.73
2025 Q3 ADDED 12,860 +26 +0.2% 0.39% $566K 2025-11-13 $42.34
2025 Q2 REDUCED 12,834 -2,250 -14.9% 0.35% $514K 2025-08-14 $41.49
2025 Q1 ADDED 15,084 +12 +0.1% 0.43% $573K 2025-05-14 $39.20
2024 Q4 INITIATED 15,072 β€” β€” 0.45% $596K 2025-02-12 $40.05

FAQ About Graney & King, LLC and OMFS

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

How long has Graney & King, LLC reported owning OMFS?

Graney & King, LLC reported OMFS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported OMFS position in Graney & King, LLC's portfolio?

The largest reported portfolio weight for OMFS was 0.45% in 2024 Q4.

What is the latest reported OMFS position on this page?

The most recent filing on this page is 2025 Q4, when Graney & King, LLC reported 12,877 shares, equal to 0.33% of portfolio, with an estimated market value of $573K.

What does the chart on this OMFS ownership page compare?

The chart compares Graney & King, LLC's quarterly OMFS 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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