PRF — PowerShares FTSE RAFI US 1000

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  ·  43 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported PowerShares FTSE RAFI US 1000 (PRF) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.01% in 2024 Q1. The latest visible filing shows PRF at 0.87% 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 PRF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIMES & Co WEALTH MANAGEMENT, LLC's position in PowerShares FTSE RAFI US 1000, 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

PRF was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2024 Q1

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

Time in book
Holding Window
2023 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.

PRF stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, LLC held PRF — position size vs. price
% of Fund (quarterly)    PRF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 773,857 -11,422 -1.5% 0.87% $36.3M 2026-02-14 (Est.) $49.36
2025 Q3 REDUCED 785,279 -6,048 -0.8% 0.88% $35.5M 2025-10-27 $45.89
2025 Q2 REDUCED 791,327 -6,318 -0.8% 0.91% $33.4M 2025-07-22 $42.49
2025 Q1 REDUCED 797,645 -13,162 -1.6% 1.00% $32.2M 2025-04-17 $37.14
2024 Q4 REDUCED 810,807 -17,521 -2.1% 0.94% $32.7M 2025-01-21 $41.12
2024 Q3 REDUCED 828,328 -7,459 -0.9% 0.91% $33.7M 2024-10-22 $39.92
2024 Q2 REDUCED 835,787 -21,563 -2.5% 0.95% $31.7M 2024-07-22 $37.98
2024 Q1 REDUCED 857,350 -10,795 -1.2% 1.01% $33.0M 2024-04-17 $35.19
2023 Q4 REDUCED 868,145 -9,618 -1.1% 1.01% $30.6M 2024-01-24 $33.95
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRF

As of 2026 Q1 — sorted by position size

Legacy Private Trust Co. 3Y 7Y 0.23% Trust Co of the South 0.1% Cooper Financial Group 3Y 7Y 0.09% Noble Wealth Management PBC 0.02% CoreCap Advisors, LLC 3Y 0.02% Farther Finance Advisors, LLC 0.02% Washington Trust Advisors, Inc. 3Y 0.01% Estate Planners Group, LLC 0.0% CX Institutional 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About GRIMES & Co WEALTH MANAGEMENT, LLC and PRF

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

How long has GRIMES & Co WEALTH MANAGEMENT, LLC reported owning PRF?

GRIMES & Co WEALTH MANAGEMENT, LLC reported PRF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PRF position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for PRF was 1.01% in 2024 Q1.

What is the latest reported PRF position on this page?

The most recent filing on this page is 2025 Q4, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 773,857 shares, equal to 0.87% of portfolio, with an estimated market value of $36.3M.

What does the chart on this PRF ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, LLC's quarterly PRF 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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