Hirtle Callaghan & Co LLC LTPZ β€” PIMCO 15 (Plus) YEAR US TIPS INDEX EXCHANGE-TRADED FUND

Ownership history in Hirtle Callaghan & Co LLC  Β·  5 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported PIMCO 15 (Plus) YEAR US TIPS INDEX EXCHANGE-TRADED FUND (LTPZ) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows LTPZ at 0.12% 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 LTPZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle Callaghan & Co LLC's position in PIMCO 15 (Plus) YEAR US TIPS INDEX EXCHANGE-TRADED FUND, 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

LTPZ was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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 Hirtle Callaghan & Co LLC held LTPZ β€” position size vs. price
% of Fund (quarterly)    LTPZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 67,099 +8,267 +14.1% 0.12% $3.5M 2026-02-14 (Est.) $52.71
2025 Q3 ADDED β€” β€” β€” 58,832 +2,507 +4.5% 0.11% $3.1M 2025-11-13 $52.28
2025 Q2 UNCHANGED β€” β€” β€” 56,325 β€” 0% 0.11% $3.0M 2025-08-14 $50.24
2025 Q1 UNCHANGED β€” β€” β€” 56,325 β€” 0% 0.12% $3.1M 2025-05-12 $49.10
2024 Q4 INITIATED β€” β€” β€” 56,325 β€” β€” 0.12% $2.9M 2025-02-11 $50.70

FAQ About Hirtle Callaghan & Co LLC and LTPZ

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

How long has Hirtle Callaghan & Co LLC reported owning LTPZ?

Hirtle Callaghan & Co LLC reported LTPZ across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LTPZ position in Hirtle Callaghan & Co LLC's portfolio?

The largest reported portfolio weight for LTPZ was 0.12% in 2024 Q4.

What is the latest reported LTPZ position on this page?

The most recent filing on this page is 2025 Q4, when Hirtle Callaghan & Co LLC reported 67,099 shares, equal to 0.12% of portfolio, with an estimated market value of $3.5M.

What does the chart on this LTPZ ownership page compare?

The chart compares Hirtle Callaghan & Co LLC's quarterly LTPZ 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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