DRIV β€” Global X Autonomous & Electric Vehicles ETF

Ownership history in Investmark Advisory Group LLC  Β·  3 quarters on record

AI Ownership Summary

Investmark Advisory Group LLC reported Global X Autonomous & Electric Vehicles ETF (DRIV) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.1% in 2025 Q4. The latest visible filing shows DRIV 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 DRIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investmark Advisory Group LLC's position in Global X Autonomous & Electric Vehicles ETF, 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

DRIV was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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 Investmark Advisory Group LLC held DRIV β€” position size vs. price
% of Fund (quarterly)    DRIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 7,608 β€” 0% 0.10% $225K 2026-02-14 (Est.) $32.71
2025 Q3 ADDED 7,608 +2,235 +41.6% 0.09% $215K 2025-10-23 $29.10
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Investmark Advisory Group LLC and DRIV

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

How long has Investmark Advisory Group LLC reported owning DRIV?

Investmark Advisory Group LLC reported DRIV across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported DRIV position in Investmark Advisory Group LLC's portfolio?

The largest reported portfolio weight for DRIV was 0.10% in 2025 Q4.

What is the latest reported DRIV position on this page?

The most recent filing on this page is 2025 Q4, when Investmark Advisory Group LLC reported 7,608 shares, equal to 0.10% of portfolio, with an estimated market value of $225K.

What does the chart on this DRIV ownership page compare?

The chart compares Investmark Advisory Group LLC's quarterly DRIV 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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