LEAVELL INVESTMENT MANAGEMENT, INC. BCIM Abrdn Blmberg In MT ST K 1 FR ETF

Ownership history in LEAVELL INVESTMENT MANAGEMENT, INC.  ·  6 quarters on record

AI Ownership Summary

LEAVELL INVESTMENT MANAGEMENT, INC. reported Abrdn Blmberg In MT ST K 1 FR ETF (BCIM) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows BCIM at 0.03% 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 BCIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEAVELL INVESTMENT MANAGEMENT, INC.'s position in Abrdn Blmberg In MT ST K 1 FR 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
2025 Q3

BCIM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 LEAVELL INVESTMENT MANAGEMENT, INC. held BCIM — position size vs. price
% of Fund (quarterly)    BCIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 28,192 +1,670 +6.3% 0.03% $610K 2025-10-28 $21.92
2025 Q2 ADDED 26,522 +1,873 +7.6% 0.03% $572K 2025-07-31 $19.64
2025 Q1 ADDED 24,649 +5,589 +29.3% 0.03% $535K 2025-04-30 $19.38
2024 Q4 ADDED 19,060 +2,779 +17.1% 0.02% $382K 2025-01-29 $19.68
2024 Q3 ADDED 16,281 +6,371 +64.3% 0.02% $393K 2024-11-01 $20.18
2024 Q2 INITIATED 9,910 0.01% $232K 2024-07-17 $19.76

FAQ About LEAVELL INVESTMENT MANAGEMENT, INC. and BCIM

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

How long has LEAVELL INVESTMENT MANAGEMENT, INC. reported owning BCIM?

LEAVELL INVESTMENT MANAGEMENT, INC. reported BCIM across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BCIM position in LEAVELL INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BCIM was 0.03% in 2025 Q1.

What is the latest reported BCIM position on this page?

The most recent filing on this page is 2025 Q3, when LEAVELL INVESTMENT MANAGEMENT, INC. reported 28,192 shares, equal to 0.03% of portfolio, with an estimated market value of $610K.

What does the chart on this BCIM ownership page compare?

The chart compares LEAVELL INVESTMENT MANAGEMENT, INC.'s quarterly BCIM 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 LEAVELL INVESTMENT MANAGEMENT, INC. time their BCIM position?

Based on 13F filing dates vs. subsequent BCIM price moves, LEAVELL INVESTMENT MANAGEMENT, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BCIM relative to SPY over the holding period was -9.0%.

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