Hillcrest Wealth Advisors - NY, LLC DBA INVESCO DB MULTI-SECTOR COMM

Ownership history in Hillcrest Wealth Advisors - NY, LLC  ·  9 quarters on record

AI Ownership Summary

Hillcrest Wealth Advisors - NY, LLC reported INVESCO DB MULTI-SECTOR COMM (DBA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q1. The latest visible filing shows DBA at 0.13% 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 DBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hillcrest Wealth Advisors - NY, LLC's position in INVESCO DB MULTI-SECTOR COMM, 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 Q1

DBA was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% 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
2024 Q1 to 2026 Q1

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 Hillcrest Wealth Advisors - NY, LLC held DBA — position size vs. price
% of Fund (quarterly)    DBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,400 0% 0.13% $311K 2026-04-28 $27.96
2025 Q4 UNCHANGED 11,400 0% 0.13% $291K 2026-01-12 $25.63
2025 Q3 UNCHANGED 11,400 0% 0.14% $305K 2025-10-20 $25.84
2025 Q2 UNCHANGED 11,400 0% 0.14% $298K 2025-07-22 $25.07
2025 Q1 UNCHANGED 11,400 0% 0.15% $300K 2025-04-22 $26.04
2024 Q4 UNCHANGED 11,400 0% 0.14% $303K 2025-01-21 $25.98
2024 Q3 UNCHANGED 11,400 0% 0.15% $297K 2024-10-17 $23.80
2024 Q2 UNCHANGED 11,400 0% 0.15% $271K 2024-07-18 $22.21
2024 Q1 INITIATED 11,400 0.15% $282K 2024-04-11 $23.37

FAQ About Hillcrest Wealth Advisors - NY, LLC and DBA

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

How long has Hillcrest Wealth Advisors - NY, LLC reported owning DBA?

Hillcrest Wealth Advisors - NY, LLC reported DBA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DBA position in Hillcrest Wealth Advisors - NY, LLC's portfolio?

The largest reported portfolio weight for DBA was 0.15% in 2024 Q1.

What is the latest reported DBA position on this page?

The most recent filing on this page is 2026 Q1, when Hillcrest Wealth Advisors - NY, LLC reported 11,400 shares, equal to 0.13% of portfolio, with an estimated market value of $311K.

What does the chart on this DBA ownership page compare?

The chart compares Hillcrest Wealth Advisors - NY, LLC's quarterly DBA 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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