LWM Advisory Services, LLC YPF — YPF SOCIEDAD ANONIMA

Ownership history in LWM Advisory Services, LLC  ·  6 quarters on record

AI Ownership Summary

LWM Advisory Services, LLC reported YPF SOCIEDAD ANONIMA (YPF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows YPF at 0.47% 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 YPF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LWM Advisory Services, LLC's position in YPF SOCIEDAD ANONIMA, 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
2026 Q1

YPF was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

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 2026 Q1

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.

YPF stock page LWM Advisory Services, LLC fund profile LWM Advisory Services, LLC full holdings
How LWM Advisory Services, LLC held YPF — position size vs. price
% of Fund (quarterly)    YPF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 9,579 — 0% 0.47% $443K 2026-04-29 $44.81
2025 Q4 REDUCED 5.6% +27.8% ❌ 9,579 -568 -5.6% 0.20% $346K 2026-02-12 $37.32
2025 Q3 UNCHANGED — — — 10,147 — 0% 0.14% $246K 2025-11-25 $35.34
2025 Q2 REDUCED 21.1% -19.4% ✅ 10,147 -2,711 -21.1% 0.22% $319K 2025-08-14 $32.69
2025 Q1 ADDED — — — 12,858 +1,282 +11.1% 0.31% $451K 2025-05-13 $35.91
2024 Q4 INITIATED — — — 11,576 — — 0.34% $492K 2025-02-04 $39.32

🏢 Other funds also holding YPF

As of 2026 Q1 — sorted by position size

PING CAPITAL MANAGEMENT, INC. 18.18% North of South Capital LLP 14.63% Equinox Partners Investment Management LLC 3Y 7Y 8.8% TT International Asset Management LTD 3Y 6.51% Steadtrust LLC 0.52% Activest Wealth Management 3Y 0.39% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 0.35% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.35% Bayforest Capital Ltd 0.23% RWC Asset Management LLP 3Y 7Y 0.15%

FAQ About LWM Advisory Services, LLC and YPF

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

How long has LWM Advisory Services, LLC reported owning YPF?

LWM Advisory Services, LLC reported YPF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported YPF position in LWM Advisory Services, LLC's portfolio?

The largest reported portfolio weight for YPF was 0.47% in 2026 Q1.

What is the latest reported YPF position on this page?

The most recent filing on this page is 2026 Q1, when LWM Advisory Services, LLC reported 9,579 shares, equal to 0.47% of portfolio, with an estimated market value of $443K.

What does the chart on this YPF ownership page compare?

The chart compares LWM Advisory Services, LLC's quarterly YPF 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.

How well did LWM Advisory Services, LLC time their YPF position?

Based on 13F filing dates vs. subsequent YPF price moves, LWM Advisory Services, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on YPF relative to SPY over the holding period was -4.1%.

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