IAMS WEALTH MANAGEMENT, LLC RSMV β€” LISTED FDS TR

Ownership history in IAMS WEALTH MANAGEMENT, LLC  Β·  4 quarters on record

AI Ownership Summary

IAMS WEALTH MANAGEMENT, LLC reported LISTED FDS TR (RSMV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.56% in 2025 Q2. The latest visible filing shows RSMV at 0.14% 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 RSMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAMS WEALTH MANAGEMENT, LLC's position in LISTED FDS TR, 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

RSMV was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% 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
2025 Q2 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.

RSMV stock page IAMS WEALTH MANAGEMENT, LLC fund profile IAMS WEALTH MANAGEMENT, LLC full holdings
How IAMS WEALTH MANAGEMENT, LLC held RSMV β€” position size vs. price
% of Fund (quarterly)    RSMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 15,659 -3,089 -16.5% 0.14% $415K 2026-04-15 $27.08
2025 Q4 ADDED β€” β€” β€” 18,748 +4,732 +33.8% 0.19% $513K 2026-01-26 $27.55
2025 Q3 REDUCED 71.6% +4.5% ❌ 14,016 -35,375 -71.6% 0.15% $373K 2025-10-15 $26.51
2025 Q2 INITIATED β€” β€” β€” 49,391 β€” β€” 0.56% $1.2M 2025-07-14 $24.62

🏒 Other funds also holding RSMV

As of 2026 Q1 β€” sorted by position size

Triad Wealth Partners, LLC 0.92%

FAQ About IAMS WEALTH MANAGEMENT, LLC and RSMV

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

How long has IAMS WEALTH MANAGEMENT, LLC reported owning RSMV?

IAMS WEALTH MANAGEMENT, LLC reported RSMV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported RSMV position in IAMS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for RSMV was 0.56% in 2025 Q2.

What is the latest reported RSMV position on this page?

The most recent filing on this page is 2026 Q1, when IAMS WEALTH MANAGEMENT, LLC reported 15,659 shares, equal to 0.14% of portfolio, with an estimated market value of $415K.

What does the chart on this RSMV ownership page compare?

The chart compares IAMS WEALTH MANAGEMENT, LLC's quarterly RSMV 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.

How well did IAMS WEALTH MANAGEMENT, LLC time their RSMV position?

Based on 13F filing dates vs. subsequent RSMV price moves, IAMS WEALTH MANAGEMENT, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on RSMV relative to SPY over the holding period was -3.5%.

← Back to IAMS WEALTH MANAGEMENT, LLC Holdings