Maltin Wealth Management, Inc. YMAR FIRST TR EXCHNG TRADED FD VI

Ownership history in Maltin Wealth Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Maltin Wealth Management, Inc. reported FIRST TR EXCHNG TRADED FD VI (YMAR) in 6 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.21% in 2024 Q4. The latest visible filing shows YMAR 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 YMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maltin Wealth Management, Inc.'s position in FIRST TR EXCHNG TRADED FD VI, 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

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

High-water mark
Peak Conviction
0.21% in 2024 Q4

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 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 Maltin Wealth Management, Inc. held YMAR — position size vs. price
% of Fund (quarterly)    YMAR 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)
2025 Q4 UNCHANGED 8,864 0% 0.10% $239K 2026-01-15 $27.39
2025 Q3 UNCHANGED 8,864 0% 0.10% $233K 2025-10-24 $26.43
2025 Q2 REDUCED 52.4% +2.7% 8,864 -9,740 -52.4% 0.10% $226K 2025-08-06 $25.55
2024 Q4 REDUCED 59.5% +5.2% 18,604 -27,312 -59.5% 0.21% $424K 2025-01-16 $22.88
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Maltin Wealth Management, Inc. and YMAR

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

How long has Maltin Wealth Management, Inc. reported owning YMAR?

Maltin Wealth Management, Inc. reported YMAR across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported YMAR position in Maltin Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for YMAR was 0.21% in 2024 Q4.

What is the latest reported YMAR position on this page?

The most recent filing on this page is 2025 Q4, when Maltin Wealth Management, Inc. reported 8,864 shares, equal to 0.10% of portfolio, with an estimated market value of $239K.

What does the chart on this YMAR ownership page compare?

The chart compares Maltin Wealth Management, Inc.'s quarterly YMAR 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 Maltin Wealth Management, Inc. time their YMAR position?

Based on 13F filing dates vs. subsequent YMAR price moves, Maltin Wealth Management, Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on YMAR relative to SPY over the holding period was +1.6%.

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