FINS ANGEL OAK FINL STRATEGIES IN

Ownership history in Ignite Planners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in ANGEL OAK FINL STRATEGIES IN (FINS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2023 Q3)
Avg. % of fund
0.04%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,452 -168 -1.4% 0.02% $150K $12.44
2025 Q2 ADDED 11,620 +1,271 +12.3% 0.03% $150K $12.00
2025 Q1 REDUCED 10,349 -679 -6.2% 0.03% $137K $12.15
2024 Q4 REDUCED 11,028 -240 -2.1% 0.03% $142K $11.17
2024 Q3 REDUCED 11,268 -1,158 -9.3% 0.03% $149K $11.34
2024 Q2 ADDED 12,426 +710 +6.1% 0.04% $155K $10.34
2024 Q1 REDUCED 11,716 -9,448 -44.6% 0.04% $146K $10.17
2023 Q4 REDUCED 21,164 -8,104 -27.7% 0.07% $252K $9.44
2023 Q3 INITIATED 29,268 0.11% $349K
% of Fund (quarterly)    FINS price (monthly, adj. close)
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