LANARK FINANCIAL, INC. GVAL — CAMBRIA GLOBAL VALUE ETF

Ownership history in LANARK FINANCIAL, INC.  ·  8 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported CAMBRIA GLOBAL VALUE ETF (GVAL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows GVAL at 0.00% 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 GVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANARK FINANCIAL, INC.'s position in CAMBRIA GLOBAL VALUE 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
2026 Q2

GVAL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q3 to 2026 Q2

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.

GVAL stock page LANARK FINANCIAL, INC. fund profile LANARK FINANCIAL, INC. full holdings
How LANARK FINANCIAL, INC. held GVAL — position size vs. price
% of Fund (quarterly)    GVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,370 — 0% 0.00% $49K 2026-07-21 $37.26
2026 Q1 ADDED — — — 1,370 +266 +24.1% 0.00% $45K 2026-04-14 $35.70
2025 Q4 ADDED — — — 1,104 +213 +23.9% 0.00% $35K 2026-01-29 $34.99
2025 Q3 UNCHANGED — — — 891 — 0% 0.00% $26K 2025-11-14 (Est.) $30.28
2025 Q2 UNCHANGED — — — 891 — 0% 0.00% $24K 2025-08-14 (Est.) $27.86
2025 Q1 ADDED — — — 891 +890 +89000.0% 0.00% $22K 2025-04-09 $22.76
2024 Q4 REDUCED 99.9% +18.6% ❌ 1 -1,002 -99.9% 0.00% $20 2025-01-22 $20.62
2024 Q3 INITIATED — — — 1,003 — — 0.00% $22K 2024-10-15 $20.70

🏢 Other funds also holding GVAL

As of 2026 Q2 — sorted by position size

ALM First Financial Advisors, LLC 3Y 9.49% McGrath & Associates, Inc. 2.04% Miller Global Investments, LLC 1.17% Secure Asset Management, LLC 3Y 0.24% HBW ADVISORY SERVICES LLC 3Y 0.15% TCFG Investment Advisors, LLC 0.13% Encompass More Asset Management 0.1% Whitcomb & Hess, Inc. 3Y 0.08% Farther Finance Advisors, LLC 0.01% EVOLUTION WEALTH MANAGEMENT INC. 0.0%

FAQ About LANARK FINANCIAL, INC. and GVAL

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

How long has LANARK FINANCIAL, INC. reported owning GVAL?

LANARK FINANCIAL, INC. reported GVAL across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported GVAL position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for GVAL was 0.00% in 2026 Q1.

What is the latest reported GVAL position on this page?

The most recent filing on this page is 2026 Q2, when LANARK FINANCIAL, INC. reported 1,370 shares, equal to 0.00% of portfolio, with an estimated market value of $49K.

What does the chart on this GVAL ownership page compare?

The chart compares LANARK FINANCIAL, INC.'s quarterly GVAL 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 LANARK FINANCIAL, INC. time their GVAL position?

Based on 13F filing dates vs. subsequent GVAL price moves, LANARK FINANCIAL, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on GVAL relative to SPY over the holding period was +19.7%.

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