Ownership history in INSIGHT 2811, INC. · 12 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in LISTED FD TR (DIVZ). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 8,105 | -1,875 | -18.8% | 0.13% | $295K | $35.97 |
| 2025 Q2 | REDUCED | 9,980 | -924 | -8.5% | 0.17% | $350K | $34.42 |
| 2025 Q1 | REDUCED | 10,904 | -1,452 | -11.8% | 0.19% | $371K | $33.13 |
| 2024 Q4 | REDUCED | 12,356 | -2,924 | -19.1% | 0.20% | $396K | $31.03 |
| 2024 Q3 | REDUCED | 15,280 | -650 | -4.1% | 0.25% | $504K | $31.67 |
| 2024 Q2 | REDUCED | 15,930 | -250 | -1.5% | 0.25% | $481K | $28.80 |
| 2024 Q1 | REDUCED | 16,180 | -1,858 | -10.3% | 0.25% | $482K | $28.24 |
| 2023 Q4 | REDUCED | 18,038 | -3,200 | -15.1% | 0.27% | $501K | $26.20 |
| 2023 Q3 | REDUCED | 21,238 | -6,229 | -22.7% | 0.32% | $562K | $24.64 |
| 2023 Q2 | REDUCED | 27,467 | -168 | -0.6% | 0.41% | $755K | $25.37 |
As of 2025 Q4 — sorted by position size