ECAT β€” BLACKROCK ESG CAP ALLC TERM

Ownership history in Mason & Associates Inc  Β·  1 quarter on record

AI Ownership Summary

Mason & Associates Inc reported BLACKROCK ESG CAP ALLC TERM (ECAT) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.99% in 2025 Q4. The latest visible filing shows ECAT at 0.99% 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 ECAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mason & Associates Inc's position in BLACKROCK ESG CAP ALLC TERM, 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

ECAT was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2025 Q4

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

Time in book
Holding Window
2025 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 Mason & Associates Inc held ECAT β€” position size vs. price
% of Fund (quarterly)    ECAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 342,512 β€” β€” 0.99% $5.3M 2026-02-14 (Est.) $14.93

FAQ About Mason & Associates Inc and ECAT

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

How long has Mason & Associates Inc reported owning ECAT?

Mason & Associates Inc reported ECAT across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported ECAT position in Mason & Associates Inc's portfolio?

The largest reported portfolio weight for ECAT was 0.99% in 2025 Q4.

What is the latest reported ECAT position on this page?

The most recent filing on this page is 2025 Q4, when Mason & Associates Inc reported 342,512 shares, equal to 0.99% of portfolio, with an estimated market value of $5.3M.

What does the chart on this ECAT ownership page compare?

The chart compares Mason & Associates Inc's quarterly ECAT 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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