M Holdings Securities, Inc. DBE INVESCO DB MULTI-SECTOR COMM

Ownership history in M Holdings Securities, Inc.  ·  4 quarters on record

AI Ownership Summary

M Holdings Securities, Inc. reported INVESCO DB MULTI-SECTOR COMM (DBE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows DBE at 0.11% 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 DBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M Holdings Securities, Inc.'s position in INVESCO DB MULTI-SECTOR COMM, 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

DBE was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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.

How M Holdings Securities, Inc. held DBE — position size vs. price
% of Fund (quarterly)    DBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 56,530 0% 0.11% $2K 2026-05-12 $33.25
2025 Q4 ADDED 56,530 +2,091 +3.8% 0.07% $987K 2026-02-11 $19.64
2025 Q3 UNCHANGED 54,439 0% 0.22% $1.0M 2025-11-13 $18.38
2025 Q2 INITIATED 54,439 0.17% $1.0M 2025-08-13 $17.80

FAQ About M Holdings Securities, Inc. and DBE

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

How long has M Holdings Securities, Inc. reported owning DBE?

M Holdings Securities, Inc. reported DBE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DBE position in M Holdings Securities, Inc.'s portfolio?

The largest reported portfolio weight for DBE was 0.22% in 2025 Q3.

What is the latest reported DBE position on this page?

The most recent filing on this page is 2026 Q1, when M Holdings Securities, Inc. reported 56,530 shares, equal to 0.11% of portfolio, with an estimated market value of $2K.

What does the chart on this DBE ownership page compare?

The chart compares M Holdings Securities, Inc.'s quarterly DBE 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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