FLRN β€” SPDR SER TR

Ownership history in L.M. KOHN & COMPANY  Β·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported SPDR SER TR (FLRN) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows FLRN at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in SPDR SER TR, 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 Q2

FLRN was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

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 Q2

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 L.M. KOHN & COMPANY held FLRN β€” position size vs. price
% of Fund (quarterly)    FLRN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 11,651 -6 -0.1% 0.10% $359K 2025-08-04 $29.94
2025 Q1 REDUCED 11,657 -28 -0.2% 0.09% $359K 2025-04-21 $29.35
2024 Q4 ADDED 11,685 +2,395 +25.8% 0.09% $359K 2025-01-30 $29.19
2024 Q3 REDUCED 9,290 -677 -6.8% 0.07% $287K 2024-11-14 $28.87
2024 Q2 ADDED 9,967 +1,963 +24.5% 0.08% $307K 2024-07-31 $28.38
2024 Q1 REDUCED 8,004 -292 -3.5% 0.07% $247K 2024-04-25 $27.95
2023 Q4 REDUCED 8,296 -171 -2.0% 0.08% $254K 2024-02-09 $27.57
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and FLRN

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

How long has L.M. KOHN & COMPANY reported owning FLRN?

L.M. KOHN & COMPANY reported FLRN across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported FLRN position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for FLRN was 0.10% in 2025 Q2.

What is the latest reported FLRN position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 11,651 shares, equal to 0.10% of portfolio, with an estimated market value of $359K.

What does the chart on this FLRN ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly FLRN 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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