Ownership history in PrairieView Partners, LLC Β· 31 quarters on record
This page tracks every 13F SEC filing in which PrairieView Partners, LLC reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PrairieView Partners, LLC underperformed the S&P 500 by β2.8% annually on this EFV position. Timing score: 38% (11/29 decisions correct). Average cost basis: $34.84. Maximum drawdown during holding period: β28.5%.
β οΈ Trailed SPY by 2.8% ann. on this position.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 29 add/trim decisions correct
Best entry: $28.06 (2020 Q1) Β· Worst: $42.31 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 19 trims. Bought during 3 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.63% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size