NOVZ β€” LISTED FD TR

Ownership history in INSIGHT 2811, INC.  Β·  9 quarters on record

AI Ownership Summary

INSIGHT 2811, INC. reported LISTED FD TR (NOVZ) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows NOVZ at 0.10% 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 NOVZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSIGHT 2811, INC.'s position in LISTED FD 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
2025 Q3

NOVZ was reported at 0.10% 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
2023 Q4 to 2025 Q3

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 INSIGHT 2811, INC. held NOVZ β€” position size vs. price
% of Fund (quarterly)    NOVZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,131 -830 -13.9% 0.10% $229K 2025-11-06 $43.23
2025 Q2 UNCHANGED 5,961 β€” 0% 0.12% $250K 2025-08-11 $41.42
2025 Q1 UNCHANGED 5,961 β€” 0% 0.12% $231K 2025-05-12 $38.65
2024 Q4 UNCHANGED 5,961 β€” 0% 0.12% $240K 2025-02-11 $39.75
2024 Q3 UNCHANGED 5,961 β€” 0% 0.12% $243K 2024-11-06 $39.04
2024 Q2 UNCHANGED 5,961 β€” 0% 0.12% $232K 2024-08-06 $35.35
2024 Q1 UNCHANGED 5,961 β€” 0% 0.12% $224K 2024-05-06 $34.88
2023 Q4 UNCHANGED 5,961 β€” 0% 0.11% $207K 2024-02-12 $34.00
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About INSIGHT 2811, INC. and NOVZ

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

How long has INSIGHT 2811, INC. reported owning NOVZ?

INSIGHT 2811, INC. reported NOVZ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NOVZ position in INSIGHT 2811, INC.'s portfolio?

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

What is the latest reported NOVZ position on this page?

The most recent filing on this page is 2025 Q3, when INSIGHT 2811, INC. reported 5,131 shares, equal to 0.10% of portfolio, with an estimated market value of $229K.

What does the chart on this NOVZ ownership page compare?

The chart compares INSIGHT 2811, INC.'s quarterly NOVZ 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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