ACHV β€” Achieve Life

Ownership history in Next Capital Management LLC  Β·  2 quarters on record

AI Ownership Summary

Next Capital Management LLC reported Achieve Life (ACHV) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows ACHV 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 ACHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Next Capital Management LLC's position in Achieve Life, 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

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

High-water mark
Peak Conviction
0.03% 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 Q3 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 Next Capital Management LLC held ACHV β€” position size vs. price
% of Fund (quarterly)    ACHV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 16,130 β€” 0% 0.03% $80K 2026-02-14 (Est.) $4.20
2025 Q3 INITIATED 16,130 β€” β€” 0.02% $51K 2025-11-05 $4.93

FAQ About Next Capital Management LLC and ACHV

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

How long has Next Capital Management LLC reported owning ACHV?

Next Capital Management LLC reported ACHV across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported ACHV position in Next Capital Management LLC's portfolio?

The largest reported portfolio weight for ACHV was 0.03% in 2025 Q4.

What is the latest reported ACHV position on this page?

The most recent filing on this page is 2025 Q4, when Next Capital Management LLC reported 16,130 shares, equal to 0.03% of portfolio, with an estimated market value of $80K.

What does the chart on this ACHV ownership page compare?

The chart compares Next Capital Management LLC's quarterly ACHV 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.

← Back to Next Capital Management LLC Holdings