Mezzasalma Advisors, LLC AWP — ABRDN GLOBAL PREMIER PPTYS F

Ownership history in Mezzasalma Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Mezzasalma Advisors, LLC reported ABRDN GLOBAL PREMIER PPTYS F (AWP) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows AWP 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.

What this AWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mezzasalma Advisors, LLC's position in ABRDN GLOBAL PREMIER PPTYS F, 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 Q3

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

High-water mark
Peak Conviction
0.18% in 2025 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 Q3

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.

AWP stock page Mezzasalma Advisors, LLC fund profile Mezzasalma Advisors, LLC full holdings
How Mezzasalma Advisors, LLC held AWP — position size vs. price
% of Fund (quarterly)    AWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 48,376 +403 +0.8% 0.10% $502K 2026-10-14 $10.00
2026 Q2 ADDED — — — 47,973 +1,331 +2.9% 0.11% $568K 2026-08-10 $11.51
2026 Q1 REDUCED 65.4% +11.4% ❌ 46,642 -88,135 -65.4% 0.13% $515K 2026-04-17 $11.49
2025 Q4 ADDED — — — 134,777 +3,036 +2.3% 0.12% $518K 2026-01-21 $10.78
2025 Q3 REDUCED — — — 131,741 -1,270 -1.0% 0.13% $523K 2025-10-16 $10.30
2025 Q2 ADDED — — — 133,011 +1,197 +0.9% 0.16% $527K 2025-07-29 $10.04
2025 Q1 ADDED — — — 131,814 +2,593 +2.0% 0.18% $511K 2025-04-18 $9.43
2024 Q4 INITIATED — — — 129,221 — — 0.16% $499K 2025-01-28 $9.68

🏢 Other funds also holding AWP

As of 2026 Q3 — sorted by position size

Sage Capital Advisors,llc 3Y 7Y 0.07% Triumph Capital Management 3Y 0.01% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.0%

FAQ About Mezzasalma Advisors, LLC and AWP

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

How long has Mezzasalma Advisors, LLC reported owning AWP?

Mezzasalma Advisors, LLC reported AWP across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported AWP position in Mezzasalma Advisors, LLC's portfolio?

The largest reported portfolio weight for AWP was 0.18% in 2025 Q1.

What is the latest reported AWP position on this page?

The most recent filing on this page is 2026 Q3, when Mezzasalma Advisors, LLC reported 48,376 shares, equal to 0.10% of portfolio, with an estimated market value of $502K.

What does the chart on this AWP ownership page compare?

The chart compares Mezzasalma Advisors, LLC's quarterly AWP 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 Mezzasalma Advisors, LLC time their AWP position?

Based on 13F filing dates vs. subsequent AWP price moves, Mezzasalma Advisors, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on AWP relative to SPY over the holding period was +214.7%.

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