SCEC β€” CAPITOL SER TR

Ownership history in Kingdom Financial Group LLC.  Β·  3 quarters on record

AI Ownership Summary

Kingdom Financial Group LLC. reported CAPITOL SER TR (SCEC) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 38.4% in 2025 Q2. The latest visible filing shows SCEC at 17.16% 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 SCEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingdom Financial Group LLC.'s position in CAPITOL SER 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

SCEC was reported at 17.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
38.4% in 2025 Q2

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

Time in book
Holding Window
2025 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 Kingdom Financial Group LLC. held SCEC β€” position size vs. price
% of Fund (quarterly)    SCEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,189,997 +404,462 +22.7% 17.16% $55.5M 2026-02-14 (Est.) $25.47
2025 Q3 ADDED 1,785,535 +46,522 +2.7% 27.82% $45.5M 2025-10-30 $25.04
2025 Q2 INITIATED 1,739,013 β€” β€” 38.40% $44.0M 2025-08-11 $24.50

FAQ About Kingdom Financial Group LLC. and SCEC

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

How long has Kingdom Financial Group LLC. reported owning SCEC?

Kingdom Financial Group LLC. reported SCEC across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SCEC position in Kingdom Financial Group LLC.'s portfolio?

The largest reported portfolio weight for SCEC was 38.40% in 2025 Q2.

What is the latest reported SCEC position on this page?

The most recent filing on this page is 2025 Q4, when Kingdom Financial Group LLC. reported 2,189,997 shares, equal to 17.16% of portfolio, with an estimated market value of $55.5M.

What does the chart on this SCEC ownership page compare?

The chart compares Kingdom Financial Group LLC.'s quarterly SCEC 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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