Koss-Olinger Consulting, LLC AXR β€” AMREP CORP

Ownership history in Koss-Olinger Consulting, LLC  Β·  5 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported AMREP CORP (AXR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows AXR at 0.04% 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 AXR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koss-Olinger Consulting, LLC's position in AMREP CORP, 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
2026 Q1

AXR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Koss-Olinger Consulting, LLC held AXR β€” position size vs. price
% of Fund (quarterly)    AXR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 15,779 -2,873 -15.4% 0.04% $444K 2026-05-07 $26.78
2025 Q4 REDUCED 9.6% +49.6% ❌ 18,652 -1,974 -9.6% 0.03% $351K 2026-02-10 $22.52
2025 Q3 UNCHANGED β€” β€” β€” 20,626 β€” 0% 0.04% $432K 2025-10-20 $24.13
2025 Q2 REDUCED β€” β€” β€” 20,626 -1,007 -4.7% 0.04% $432K 2025-08-01 $22.00
2025 Q1 INITIATED β€” β€” β€” 21,633 β€” β€” 0.04% $434K 2025-05-12 $22.07

FAQ About Koss-Olinger Consulting, LLC and AXR

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

How long has Koss-Olinger Consulting, LLC reported owning AXR?

Koss-Olinger Consulting, LLC reported AXR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AXR position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for AXR was 0.04% in 2026 Q1.

What is the latest reported AXR position on this page?

The most recent filing on this page is 2026 Q1, when Koss-Olinger Consulting, LLC reported 15,779 shares, equal to 0.04% of portfolio, with an estimated market value of $444K.

What does the chart on this AXR ownership page compare?

The chart compares Koss-Olinger Consulting, LLC's quarterly AXR 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.

How well did Koss-Olinger Consulting, LLC time their AXR position?

Based on 13F filing dates vs. subsequent AXR price moves, Koss-Olinger Consulting, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on AXR relative to SPY over the holding period was -4.5%.

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