LIT β€” GLOBAL X FDS

Ownership history in Kraft, Davis & Associates, LLC  Β·  11 quarters on record

AI Ownership Summary

Kraft, Davis & Associates, LLC reported GLOBAL X FDS (LIT) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2024 Q1. The latest visible filing shows LIT at 0.70% 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 LIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kraft, Davis & Associates, LLC's position in GLOBAL X FDS, 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

LIT was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% 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 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 Kraft, Davis & Associates, LLC held LIT β€” position size vs. price
% of Fund (quarterly)    LIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 44,148 -420 -0.9% 0.70% $3.1M 2026-02-14 (Est.) $72.70
2025 Q3 REDUCED 44,568 -4,976 -10.0% 0.65% $2.7M 2025-11-05 $60.62
2025 Q2 REDUCED 49,544 -83,352 -62.7% 0.59% $2.1M 2025-07-29 $42.82
2024 Q4 REDUCED 132,896 -1,473 -1.1% 1.57% $5.5M 2025-02-13 $42.07
2024 Q3 REDUCED 134,369 -3,500 -2.5% 1.72% $5.8M 2024-11-08 $43.97
2024 Q2 REDUCED 137,869 -640 -0.5% 1.63% $5.4M 2024-07-29 $38.08
2024 Q1 REDUCED 138,509 -5,046 -3.5% 1.91% $6.3M 2024-05-15 $44.22
2023 Q4 REDUCED 143,555 -6,836 -4.5% 1.87% $6.2M 2024-01-31 $40.81
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kraft, Davis & Associates, LLC and LIT

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

How long has Kraft, Davis & Associates, LLC reported owning LIT?

Kraft, Davis & Associates, LLC reported LIT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LIT position in Kraft, Davis & Associates, LLC's portfolio?

The largest reported portfolio weight for LIT was 1.91% in 2024 Q1.

What is the latest reported LIT position on this page?

The most recent filing on this page is 2025 Q4, when Kraft, Davis & Associates, LLC reported 44,148 shares, equal to 0.70% of portfolio, with an estimated market value of $3.1M.

What does the chart on this LIT ownership page compare?

The chart compares Kraft, Davis & Associates, LLC's quarterly LIT 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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