CFIT β€” CAMBRIA FIXED INCOME

Ownership history in ORG Wealth Partners, LLC  Β·  4 quarters on record

AI Ownership Summary

ORG Wealth Partners, LLC reported CAMBRIA FIXED INCOME (CFIT) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q4. The latest visible filing shows CFIT at 1.17% 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 CFIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORG Wealth Partners, LLC's position in CAMBRIA FIXED INCOME, 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

CFIT was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% 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 Q1 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 ORG Wealth Partners, LLC held CFIT β€” position size vs. price
% of Fund (quarterly)    CFIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 198,576 -2,693 -1.3% 1.17% $5.0M 2026-02-14 (Est.) $25.56
2025 Q3 ADDED 201,269 +37,623 +23.0% 1.07% $5.1M 2025-10-24 $25.13
2025 Q2 ADDED 163,646 +47,397 +40.8% 0.96% $4.0M 2025-07-16 $23.73
2025 Q1 INITIATED 116,249 β€” β€” 0.90% $2.9M 2025-04-21 $23.31

FAQ About ORG Wealth Partners, LLC and CFIT

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

How long has ORG Wealth Partners, LLC reported owning CFIT?

ORG Wealth Partners, LLC reported CFIT across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CFIT position in ORG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for CFIT was 1.17% in 2025 Q4.

What is the latest reported CFIT position on this page?

The most recent filing on this page is 2025 Q4, when ORG Wealth Partners, LLC reported 198,576 shares, equal to 1.17% of portfolio, with an estimated market value of $5.0M.

What does the chart on this CFIT ownership page compare?

The chart compares ORG Wealth Partners, LLC's quarterly CFIT 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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