INFL — LISTED FD TR

Ownership history in PECAUT & CO.  ·  20 quarters on record

This page tracks every 13F SEC filing in which PECAUT & CO. reported a position in LISTED FD TR (INFL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.59% (2021 Q2)
Avg. % of fund
1.34%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 52,153 +4,003 +8.3% 0.75% $2.3M $44.46
2025 Q3 UNCHANGED 48,150 — 0% 0.69% $2.2M $44.59
2025 Q2 UNCHANGED 48,150 — 0% 0.67% $2.0M $41.98
2025 Q1 UNCHANGED 48,150 — 0% 0.67% $2.0M $40.28
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INFL price (monthly, adj. close)

Other funds also holding INFL

As of 2025 Q4 — sorted by position size

OXFORD FINANCIAL GROUP, LTD. LLC 3Y 7Y 9.71% Atlas Wealth Partners, LLC 3Y 6.38% One Charles Private Wealth Services, LLC 3Y 5.7% Longview Financial Advisors, Inc. 5.22% INTREPID FAMILY OFFICE LLC 3Y 3.26% Independent Family Office, LLC 3Y 2.99% NCM Capital Management, LLC 3Y 2.08% Lionsbridge Wealth Management LLC 3Y 1.91% Philip James Wealth Mangement, LLC 0.76% Coastal Bridge Advisors, LLC 3Y 7Y 0.62%
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