SIEB β€” Siebert Financial Corp.

Ownership history in NAVELLIER & ASSOCIATES INC  Β·  3 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Siebert Financial Corp. (SIEB) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows SIEB at 0.03% 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 SIEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAVELLIER & ASSOCIATES INC's position in Siebert Financial 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
2025 Q4

SIEB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 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 NAVELLIER & ASSOCIATES INC held SIEB β€” position size vs. price
% of Fund (quarterly)    SIEB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 68,326 -79,592 -53.8% 0.03% $240K 2026-02-14 (Est.) $2.55
2025 Q3 ADDED 147,918 +73,646 +99.2% 0.04% $432K 2025-11-06 $2.65
2025 Q2 INITIATED 74,272 β€” β€” 0.04% $328K 2025-08-07 $3.84

🏒 Other funds also holding SIEB

As of 2026 Q1 β€” sorted by position size

True Wealth Design, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About NAVELLIER & ASSOCIATES INC and SIEB

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

How long has NAVELLIER & ASSOCIATES INC reported owning SIEB?

NAVELLIER & ASSOCIATES INC reported SIEB across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SIEB position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for SIEB was 0.04% in 2025 Q3.

What is the latest reported SIEB position on this page?

The most recent filing on this page is 2025 Q4, when NAVELLIER & ASSOCIATES INC reported 68,326 shares, equal to 0.03% of portfolio, with an estimated market value of $240K.

What does the chart on this SIEB ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC's quarterly SIEB 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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