Ownership history in Linscomb Wealth, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1000 (PRF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,129,383 | +5,250 | +0.2% | 4.19% | $99.9M | $46.92 |
| 2025 Q3 | ADDED | 2,124,133 | +43,451 | +2.1% | 4.14% | $96.0M | $45.03 |
| 2025 Q2 | ADDED | 2,080,682 | +9,402 | +0.5% | 4.04% | $88.0M | $41.92 |
| 2025 Q1 | REDUCED | 2,071,280 | -569 | -0.0% | 4.17% | $83.7M | $39.91 |
As of 2025 Q4 — sorted by position size