Ownership history in L.M. KOHN & COMPANY Β· 9 quarters on record
This page tracks every 13F SEC filing in which L.M. KOHN & COMPANY reported a position in VANGUARD INDEX FDS (VB). 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 L.M. KOHN & COMPANY underperformed the S&P 500 by β10.5% annually on this VB position. Timing score: 57% (4/7 decisions correct). Average cost basis: $206.31. Maximum drawdown during holding period: β16.9%.
β Significantly underperformed the S&P 500 by 10.5% ann.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $200.61 (2022 Q1) Β· Worst: $233.03 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% 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