FFXDF β€” Fairfax India Ho-Sub Com Sub Vtg Shs Isi

Ownership history in Heritage Wealth Advisors  Β·  29 quarters on record

AI Ownership Summary

Heritage Wealth Advisors reported Fairfax India Ho-Sub Com Sub Vtg Shs Isi (FFXDF) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows FFXDF at 0.03% 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 FFXDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Advisors's position in Fairfax India Ho-Sub Com Sub Vtg Shs Isi, 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 Q3

FFXDF was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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.

FFXDF stock page Heritage Wealth Advisors fund profile Heritage Wealth Advisors full holdings
How Heritage Wealth Advisors held FFXDF β€” position size vs. price
% of Fund (quarterly)    FFXDF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 36,200 β€” 0% 0.03% $624K 2025-11-13 $16.63
2025 Q2 UNCHANGED 36,200 β€” 0% 0.03% $673K 2025-08-11 $18.88
2025 Q1 UNCHANGED 36,200 β€” 0% 0.03% $615K 2025-05-08 $16.35
2024 Q4 UNCHANGED 36,200 β€” 0% 0.03% $580K 2025-02-12 $18.93
2024 Q3 UNCHANGED 36,200 β€” 0% 0.03% $546K 2024-11-12 $16.29
2024 Q2 UNCHANGED 36,200 β€” 0% 0.02% $519K 2024-08-06 $14.23
2024 Q1 UNCHANGED 36,200 β€” 0% 0.02% $540K 2024-05-08 $14.10
2023 Q4 UNCHANGED 36,200 β€” 0% 0.03% $550K 2024-02-12 $14.70
2023 Q3 UNCHANGED 36,200 β€” 0% 0.03% $472K 2023-11-09 $12.80
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FFXDF

As of 2025 Q4 β€” sorted by position size

Elgethun Capital Management 3Y 7Y 1.02% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.72% GRACE & WHITE INC /NY 3Y 7Y 0.16% Boit C F David 3Y 0.05% NBC SECURITIES, INC. 0.0% GAMMA Investing LLC 0.0%

FAQ About Heritage Wealth Advisors and FFXDF

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

How long has Heritage Wealth Advisors reported owning FFXDF?

Heritage Wealth Advisors reported FFXDF across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported FFXDF position in Heritage Wealth Advisors's portfolio?

The largest reported portfolio weight for FFXDF was 0.03% in 2025 Q2.

What is the latest reported FFXDF position on this page?

The most recent filing on this page is 2025 Q3, when Heritage Wealth Advisors reported 36,200 shares, equal to 0.03% of portfolio, with an estimated market value of $624K.

What does the chart on this FFXDF ownership page compare?

The chart compares Heritage Wealth Advisors's quarterly FFXDF 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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