CKX β€” CKX LDS INC COM

Ownership history in Olistico Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

Olistico Wealth, LLC reported CKX LDS INC COM (CKX) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows CKX at 0.00% 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 CKX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Olistico Wealth, LLC's position in CKX LDS INC COM, 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

CKX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 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 Olistico Wealth, LLC held CKX β€” position size vs. price
% of Fund (quarterly)    CKX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 339 β€” 0% 0.00% $3K 2026-02-14 (Est.) $10.79
2025 Q2 UNCHANGED 339 β€” 0% 0.00% $4K 2025-07-22 $11.58
2025 Q1 UNCHANGED 339 β€” 0% 0.00% $4K 2025-04-29 $11.00
2024 Q4 UNCHANGED 339 β€” 0% 0.00% $4K 2025-01-17 $11.74
2024 Q3 UNCHANGED 339 β€” 0% 0.00% $5K 2024-10-08 $13.47
2024 Q2 INITIATED 339 β€” β€” 0.00% $5K 2024-07-09 $13.00

FAQ About Olistico Wealth, LLC and CKX

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

How long has Olistico Wealth, LLC reported owning CKX?

Olistico Wealth, LLC reported CKX across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CKX position in Olistico Wealth, LLC's portfolio?

The largest reported portfolio weight for CKX was 0.00% in 2024 Q2.

What is the latest reported CKX position on this page?

The most recent filing on this page is 2025 Q4, when Olistico Wealth, LLC reported 339 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this CKX ownership page compare?

The chart compares Olistico Wealth, LLC's quarterly CKX 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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