Piedmont Capital Management, LLC/NC EAGL β€” 2023 ETF SERIES TRUST

Ownership history in Piedmont Capital Management, LLC/NC  Β·  2 quarters on record

AI Ownership Summary

Piedmont Capital Management, LLC/NC reported 2023 ETF SERIES TRUST (EAGL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.68% in 2025 Q4. The latest visible filing shows EAGL at 2.38% 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 EAGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Piedmont Capital Management, LLC/NC's position in 2023 ETF SERIES TRUST, 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
2026 Q1

EAGL was reported at 2.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% 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 Q4 to 2026 Q1

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 Piedmont Capital Management, LLC/NC held EAGL β€” position size vs. price
% of Fund (quarterly)    EAGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6.8% +5.4% ❌ 117,065 -8,600 -6.8% 2.38% $3.6M 2026-04-21 $32.65
2025 Q4 INITIATED β€” β€” β€” 125,665 β€” β€” 2.68% $4.1M 2026-02-13 $31.87

🏒 Other funds also holding EAGL

As of 2026 Q2 β€” sorted by position size

BURKETT FINANCIAL SERVICES, LLC 6.52%

FAQ About Piedmont Capital Management, LLC/NC and EAGL

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

How long has Piedmont Capital Management, LLC/NC reported owning EAGL?

Piedmont Capital Management, LLC/NC reported EAGL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported EAGL position in Piedmont Capital Management, LLC/NC's portfolio?

The largest reported portfolio weight for EAGL was 2.68% in 2025 Q4.

What is the latest reported EAGL position on this page?

The most recent filing on this page is 2026 Q1, when Piedmont Capital Management, LLC/NC reported 117,065 shares, equal to 2.38% of portfolio, with an estimated market value of $3.6M.

What does the chart on this EAGL ownership page compare?

The chart compares Piedmont Capital Management, LLC/NC's quarterly EAGL 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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