HNDL β€” Stratgy Shars Nasdaq 7 Handl ETF

Ownership history in Kades & Cheifetz LLC  Β·  9 quarters on record

AI Ownership Summary

Kades & Cheifetz LLC reported Stratgy Shars Nasdaq 7 Handl ETF (HNDL) in 9 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 5.86% in 2024 Q1. The latest visible filing shows HNDL at 4.93% 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 HNDL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kades & Cheifetz LLC's position in Stratgy Shars Nasdaq 7 Handl 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
2024 Q4

HNDL was reported at 4.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.86% in 2024 Q1

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 2024 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 Kades & Cheifetz LLC held HNDL β€” position size vs. price
% of Fund (quarterly)    HNDL 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)
2024 Q4 REDUCED 452,030 -6,982 -1.5% 4.93% $9.6M 2025-02-14 (Est.) $20.17
2024 Q3 ADDED 459,012 +21,239 +4.9% 5.85% $10.2M 2024-10-02 $19.97
2024 Q2 ADDED 437,773 +6,537 +1.5% 5.81% $9.2M 2024-08-12 $18.86
2024 Q1 ADDED 431,236 +209,183 +94.2% 5.86% $9.1M 2024-05-06 $18.05
2023 Q4 ADDED 222,053 +63,529 +40.1% 3.25% $4.6M 2024-01-30 $17.88
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kades & Cheifetz LLC and HNDL

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

How long has Kades & Cheifetz LLC reported owning HNDL?

Kades & Cheifetz LLC reported HNDL across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported HNDL position in Kades & Cheifetz LLC's portfolio?

The largest reported portfolio weight for HNDL was 5.86% in 2024 Q1.

What is the latest reported HNDL position on this page?

The most recent filing on this page is 2024 Q4, when Kades & Cheifetz LLC reported 452,030 shares, equal to 4.93% of portfolio, with an estimated market value of $9.6M.

What does the chart on this HNDL ownership page compare?

The chart compares Kades & Cheifetz LLC's quarterly HNDL 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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