LIT β€” GLOBAL X FDS

Ownership history in PACK Private Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

PACK Private Wealth, LLC reported GLOBAL X FDS (LIT) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows LIT at 0.13% 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 LIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PACK Private Wealth, LLC's position in GLOBAL X FDS, 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

LIT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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 PACK Private Wealth, LLC held LIT β€” position size vs. price
% of Fund (quarterly)    LIT 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 4,289 β€” 0% 0.13% $278K 2026-02-14 (Est.) $72.70
2025 Q3 INITIATED 4,289 β€” β€” 0.11% $244K 2025-11-06 $60.05

FAQ About PACK Private Wealth, LLC and LIT

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

How long has PACK Private Wealth, LLC reported owning LIT?

PACK Private Wealth, LLC reported LIT across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported LIT position in PACK Private Wealth, LLC's portfolio?

The largest reported portfolio weight for LIT was 0.13% in 2025 Q4.

What is the latest reported LIT position on this page?

The most recent filing on this page is 2025 Q4, when PACK Private Wealth, LLC reported 4,289 shares, equal to 0.13% of portfolio, with an estimated market value of $278K.

What does the chart on this LIT ownership page compare?

The chart compares PACK Private Wealth, LLC's quarterly LIT 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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