FOCT β€” FIRST TR VIII

Ownership history in LEIGH BALDWIN & CO., LLC  Β·  5 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported FIRST TR VIII (FOCT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.41% in 2025 Q3. The latest visible filing shows FOCT at 0.40% 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 FOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEIGH BALDWIN & CO., LLC's position in FIRST TR VIII, 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

FOCT was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q3

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

Time in book
Holding Window
2024 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 LEIGH BALDWIN & CO., LLC held FOCT β€” position size vs. price
% of Fund (quarterly)    FOCT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,565 -52,148 -80.6% 0.40% $616K 2026-02-14 (Est.) $48.97
2025 Q3 ADDED 64,713 +51,948 +407.0% 0.41% $1.4M 2025-11-13 $48.12
2025 Q2 ADDED 12,765 +6,265 +96.4% 0.38% $571K 2025-08-12 $46.04
2025 Q1 REDUCED 6,500 -266,332 -97.6% 0.22% $270K 2025-05-13 $42.94
2024 Q4 INITIATED 272,832 β€” β€” 0.24% $273K 2025-02-14 $43.83

FAQ About LEIGH BALDWIN & CO., LLC and FOCT

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

How long has LEIGH BALDWIN & CO., LLC reported owning FOCT?

LEIGH BALDWIN & CO., LLC reported FOCT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FOCT position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for FOCT was 0.41% in 2025 Q3.

What is the latest reported FOCT position on this page?

The most recent filing on this page is 2025 Q4, when LEIGH BALDWIN & CO., LLC reported 12,565 shares, equal to 0.40% of portfolio, with an estimated market value of $616K.

What does the chart on this FOCT ownership page compare?

The chart compares LEIGH BALDWIN & CO., LLC's quarterly FOCT 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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