SEPI β€” SCM TRUST

Ownership history in PITTENGER & ANDERSON INC  Β·  2 quarters on record

AI Ownership Summary

PITTENGER & ANDERSON INC reported SCM TRUST (SEPI) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows SEPI at 0.00% 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 SEPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PITTENGER & ANDERSON INC's position in SCM 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
2025 Q4

SEPI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 PITTENGER & ANDERSON INC held SEPI β€” position size vs. price
% of Fund (quarterly)    SEPI 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 1,575 β€” 0% 0.00% $41K 2026-02-14 (Est.) $25.64
2025 Q3 INITIATED 1,575 β€” β€” 0.00% $40K 2025-11-03 $25.22

FAQ About PITTENGER & ANDERSON INC and SEPI

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

How long has PITTENGER & ANDERSON INC reported owning SEPI?

PITTENGER & ANDERSON INC reported SEPI across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported SEPI position in PITTENGER & ANDERSON INC's portfolio?

The largest reported portfolio weight for SEPI was 0.00% in 2025 Q4.

What is the latest reported SEPI position on this page?

The most recent filing on this page is 2025 Q4, when PITTENGER & ANDERSON INC reported 1,575 shares, equal to 0.00% of portfolio, with an estimated market value of $41K.

What does the chart on this SEPI ownership page compare?

The chart compares PITTENGER & ANDERSON INC's quarterly SEPI 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.

← Back to PITTENGER & ANDERSON INC Holdings