Ownership history in Leelyn Smith, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Leelyn Smith, LLC reported a position in ISHARES EDGE (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Leelyn Smith, LLC underperformed the S&P 500 by β7.1% annually on this USMV position. Timing score: 42% (10/24 decisions correct). Average cost basis: $60.59. Maximum drawdown during holding period: β17.4%.
β Significantly underperformed the S&P 500 by 7.1% ann.
24 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 24 add/trim decisions correct
Best entry: $48.88 (2020 Q1) Β· Worst: $94.36 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
16 adds Β· 9 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.14% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size