Ownership history in KilterHowling LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which KilterHowling LLC reported a position in ISHARES TR (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π KilterHowling LLC underperformed the S&P 500 by β9.3% annually on this USMV position. Timing score: 82% (9/11 decisions correct). Average cost basis: $71.89. Maximum drawdown during holding period: β2.3%.
β Significantly underperformed the S&P 500 by 9.3% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $69.14 (2023 Q1) Β· Worst: $94.36 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.55% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size