XYZ β€” SQUARE INC

Ownership history in Ion Asset Management Ltd.  Β·  9 quarters on record

AI Ownership Summary

Ion Asset Management Ltd. reported SQUARE INC (XYZ) in 9 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 1.03% in 2025 Q3. The latest visible filing shows XYZ at 1.03% 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 XYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ion Asset Management Ltd.'s position in SQUARE INC, 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

XYZ was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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 Ion Asset Management Ltd. held XYZ β€” position size vs. price
% of Fund (quarterly)    XYZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 130,000 -50,000 -27.8% 1.03% $9.4M 2025-11-14 (Est.) $60.48
2025 Q2 UNCHANGED 180,000 β€” 0% 0.67% $12.2M 2025-08-15 $75.80
2025 Q1 ADDED 180,000 +80,000 +80.0% 0.63% $9.8M 2025-05-15 $57.01
2024 Q4 REDUCED 100,000 -50,000 -33.3% 0.49% $8.5M 2025-02-14 $84.00
2024 Q3 ADDED 150,000 +120,000 +400.0% 0.54% $10.1M 2024-11-14 $83.42
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Ion Asset Management Ltd. and XYZ

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

How long has Ion Asset Management Ltd. reported owning XYZ?

Ion Asset Management Ltd. reported XYZ across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported XYZ position in Ion Asset Management Ltd.'s portfolio?

The largest reported portfolio weight for XYZ was 1.03% in 2025 Q3.

What is the latest reported XYZ position on this page?

The most recent filing on this page is 2025 Q3, when Ion Asset Management Ltd. reported 130,000 shares, equal to 1.03% of portfolio, with an estimated market value of $9.4M.

What does the chart on this XYZ ownership page compare?

The chart compares Ion Asset Management Ltd.'s quarterly XYZ 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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