IFG Advisory, LLC GHI AMERICA FIRST MULTIFA LP

Ownership history in IFG Advisory, LLC  ·  12 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported AMERICA FIRST MULTIFA LP (GHI) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows GHI at 0.06% 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 GHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in AMERICA FIRST MULTIFA LP, 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

GHI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 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 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 IFG Advisory, LLC held GHI — position size vs. price
% of Fund (quarterly)    GHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,378 -8,890 -67.0% 0.06% $22K 2026-05-12 $5.20
2025 Q1 REDUCED 25.7% -5.8% 13,268 -4,600 -25.7% 0.01% $164K 2025-05-08 $10.09
2024 Q4 REDUCED 14.8% +23.9% 17,868 -3,100 -14.8% 0.01% $183K 2025-02-14 $11.11
2024 Q3 UNCHANGED 20,968 0% 0.02% $294K 2024-10-30 $10.65
2024 Q2 REDUCED 41.1% -2.6% 20,968 -14,620 -41.1% 0.02% $311K 2024-07-30 $12.06
2024 Q1 ADDED 35,588 +14,791 +71.1% 0.04% $580K 2024-05-06 $12.34
2023 Q4 ADDED 20,797 +85 +0.4% 0.03% $349K 2024-01-17 $12.56
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFG Advisory, LLC and GHI

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

How long has IFG Advisory, LLC reported owning GHI?

IFG Advisory, LLC reported GHI across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GHI position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for GHI was 0.06% in 2026 Q1.

What is the latest reported GHI position on this page?

The most recent filing on this page is 2026 Q1, when IFG Advisory, LLC reported 4,378 shares, equal to 0.06% of portfolio, with an estimated market value of $22K.

What does the chart on this GHI ownership page compare?

The chart compares IFG Advisory, LLC's quarterly GHI 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 IFG Advisory, LLC time their GHI position?

Based on 13F filing dates vs. subsequent GHI price moves, IFG Advisory, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on GHI relative to SPY over the holding period was +94.9%.

← Back to IFG Advisory, LLC Holdings