Michels Family Financial, LLC ASC — ARDMORE SHIPPING CORP

Ownership history in Michels Family Financial, LLC  ·  6 quarters on record

AI Ownership Summary

Michels Family Financial, LLC reported ARDMORE SHIPPING CORP (ASC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows ASC at 0.31% 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 ASC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Michels Family Financial, LLC's position in ARDMORE SHIPPING CORP, 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

ASC was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 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.

ASC stock page Michels Family Financial, LLC fund profile Michels Family Financial, LLC full holdings
How Michels Family Financial, LLC held ASC — position size vs. price
% of Fund (quarterly)    ASC 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 REDUCED 8.7% -3.4% ✅ 28,438 -2,705 -8.7% 0.31% $434K 2026-04-24 $16.37
2025 Q4 REDUCED — — — 31,143 -631 -2.0% 0.24% $330K 2026-02-19 $14.45
2025 Q3 ADDED — — — 31,774 +5,002 +18.7% 0.29% $377K 2025-11-10 $12.43
2025 Q2 REDUCED — — — 26,772 -1,313 -4.7% 0.22% $257K 2025-07-17 $9.73
2025 Q1 REDUCED — — — 28,085 -721 -2.5% 0.25% $275K 2025-05-15 $9.53
2024 Q4 INITIATED — — — 28,806 — — 0.32% $350K 2025-02-20 $9.70

🏢 Other funds also holding ASC

As of 2026 Q2 — sorted by position size

TICINO WEALTH 3.16% Y-Intercept (Hong Kong) Ltd 3Y 0.03% Legacy Advisors, LLC 3Y 7Y 0.02% BFSG, LLC 3Y 7Y 0.01% Rosenberg Matthew Hamilton 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.0%

FAQ About Michels Family Financial, LLC and ASC

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

How long has Michels Family Financial, LLC reported owning ASC?

Michels Family Financial, LLC reported ASC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ASC position in Michels Family Financial, LLC's portfolio?

The largest reported portfolio weight for ASC was 0.32% in 2024 Q4.

What is the latest reported ASC position on this page?

The most recent filing on this page is 2026 Q1, when Michels Family Financial, LLC reported 28,438 shares, equal to 0.31% of portfolio, with an estimated market value of $434K.

What does the chart on this ASC ownership page compare?

The chart compares Michels Family Financial, LLC's quarterly ASC 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 Michels Family Financial, LLC time their ASC position?

Based on 13F filing dates vs. subsequent ASC price moves, Michels Family Financial, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ASC relative to SPY over the holding period was +35.1%.

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