ISTR INVESTAR HLDG CORP

Ownership history in Petiole USA ltd  ·  16 quarters on record

AI Ownership Summary

Petiole USA ltd reported INVESTAR HLDG CORP (ISTR) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.22% in 2024 Q2. The latest visible filing shows ISTR at 1.90% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Petiole USA ltd's position in INVESTAR HLDG CORP, 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 Q3

ISTR was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% 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
2023 Q4 to 2025 Q3

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 Petiole USA ltd held ISTR — position size vs. price
% of Fund (quarterly)    ISTR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 118,469 -27,600 -18.9% 1.90% $2.7M 2025-11-13 $23.78
2025 Q2 UNCHANGED 146,069 0% 2.00% $2.8M 2025-08-13 $22.51
2025 Q1 UNCHANGED 146,069 0% 1.82% $2.6M 2025-05-14 $19.17
2024 Q4 REDUCED 146,069 -25,974 -15.1% 2.02% $3.2M 2025-02-13 $18.95
2024 Q3 UNCHANGED 172,043 0% 2.18% $3.3M 2024-11-13 $23.07
2024 Q2 UNCHANGED 172,043 0% 2.22% $2.6M 2024-08-13 $15.81
2024 Q1 UNCHANGED 172,043 0% 2.20% $2.8M 2024-05-14 $15.67
2023 Q4 UNCHANGED 172,043 0% 1.90% $2.6M 2024-02-13 $15.99
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Petiole USA ltd and ISTR

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

How long has Petiole USA ltd reported owning ISTR?

Petiole USA ltd reported ISTR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ISTR position in Petiole USA ltd's portfolio?

The largest reported portfolio weight for ISTR was 2.22% in 2024 Q2.

What is the latest reported ISTR position on this page?

The most recent filing on this page is 2025 Q3, when Petiole USA ltd reported 118,469 shares, equal to 1.90% of portfolio, with an estimated market value of $2.7M.

What does the chart on this ISTR ownership page compare?

The chart compares Petiole USA ltd's quarterly ISTR 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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