LONZ β€” PIMCO ETF TR

Ownership history in Inspire Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Inspire Advisors, LLC reported PIMCO ETF TR (LONZ) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.18% in 2025 Q1. The latest visible filing shows LONZ at 0.99% 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 LONZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Inspire Advisors, LLC's position in PIMCO ETF 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 Q4

LONZ was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 Inspire Advisors, LLC held LONZ β€” position size vs. price
% of Fund (quarterly)    LONZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 213,703 +7,598 +3.7% 0.99% $10.7M 2026-02-14 (Est.) $49.18
2025 Q3 REDUCED 206,105 -4,028 -1.9% 1.01% $10.5M 2025-10-29 $48.85
2025 Q2 ADDED 210,133 +7,149 +3.5% 1.11% $10.7M 2025-08-11 $48.11
2025 Q1 ADDED 202,984 +42,731 +26.7% 1.18% $10.2M 2025-05-07 $46.69
2024 Q4 ADDED 160,253 +4,379 +2.8% 1.00% $8.2M 2025-02-07 $46.72
2024 Q3 ADDED 155,874 +4,123 +2.7% 0.97% $8.0M 2024-10-17 $45.76
2024 Q2 INITIATED 151,751 β€” β€” 1.03% $7.8M 2024-08-08 $44.63

FAQ About Inspire Advisors, LLC and LONZ

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

How long has Inspire Advisors, LLC reported owning LONZ?

Inspire Advisors, LLC reported LONZ across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LONZ position in Inspire Advisors, LLC's portfolio?

The largest reported portfolio weight for LONZ was 1.18% in 2025 Q1.

What is the latest reported LONZ position on this page?

The most recent filing on this page is 2025 Q4, when Inspire Advisors, LLC reported 213,703 shares, equal to 0.99% of portfolio, with an estimated market value of $10.7M.

What does the chart on this LONZ ownership page compare?

The chart compares Inspire Advisors, LLC's quarterly LONZ 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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