XMAR β€” FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US

Ownership history in LM Advisors LLC  Β·  9 quarters on record

AI Ownership Summary

LM Advisors LLC reported FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US (XMAR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows XMAR at 0.28% 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 XMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LM Advisors LLC's position in FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US, 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

XMAR was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q4

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

Time in book
Holding Window
2023 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 LM Advisors LLC held XMAR β€” position size vs. price
% of Fund (quarterly)    XMAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 614 -14,766 -96.0% 0.28% $15K 2026-02-14 (Est.) $40.17
2025 Q3 UNCHANGED 15,380 β€” 0% 0.09% $603K 2025-11-13 $39.37
2025 Q2 UNCHANGED 15,380 β€” 0% 0.08% $588K 2025-08-14 $38.81
2025 Q1 UNCHANGED 15,380 β€” 0% 0.10% $564K 2025-05-13 $37.40
2024 Q4 UNCHANGED 15,380 β€” 0% 0.10% $557K 2025-02-12 $36.63
2024 Q3 UNCHANGED 15,380 β€” 0% 0.11% $546K 2024-11-07 $35.93
2024 Q2 UNCHANGED 15,380 β€” 0% 0.00% $531K 2024-08-14 $34.81
2024 Q1 UNCHANGED 15,380 β€” 0% 0.08% $517K 2024-05-15 $34.03
2023 Q4 INITIATED 15,380 β€” β€” 0.10% $506K 2024-02-14 $33.10

FAQ About LM Advisors LLC and XMAR

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

How long has LM Advisors LLC reported owning XMAR?

LM Advisors LLC reported XMAR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XMAR position in LM Advisors LLC's portfolio?

The largest reported portfolio weight for XMAR was 0.28% in 2025 Q4.

What is the latest reported XMAR position on this page?

The most recent filing on this page is 2025 Q4, when LM Advisors LLC reported 614 shares, equal to 0.28% of portfolio, with an estimated market value of $15K.

What does the chart on this XMAR ownership page compare?

The chart compares LM Advisors LLC's quarterly XMAR 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.

← Back to LM Advisors LLC Holdings