Prime Capital Investment Advisors, LLC AGOX — STARBOARD INVT TR ADAPTIVE ALPHA

Ownership history in Prime Capital Investment Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Prime Capital Investment Advisors, LLC reported STARBOARD INVT TR ADAPTIVE ALPHA (AGOX) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows AGOX at 0.01% 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 AGOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prime Capital Investment Advisors, LLC's position in STARBOARD INVT TR ADAPTIVE ALPHA, 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 Q2

AGOX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 Prime Capital Investment Advisors, LLC held AGOX — position size vs. price
% of Fund (quarterly)    AGOX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 26.1% -4.0% ✅ 22,832 -8,074 -26.1% 0.01% $791K 2026-08-05 $34.65
2026 Q1 ADDED — — — 30,906 +14,185 +84.8% 0.01% $823K 2026-05-08 $34.00
2025 Q4 REDUCED — — — 16,721 -130 -0.8% 0.01% $478K 2026-01-21 $30.21
2025 Q3 REDUCED — — — 16,851 -47 -0.3% 0.01% $517K 2025-11-05 $29.74
2025 Q2 REDUCED 11.6% +3.3% ❌ 16,898 -2,213 -11.6% 0.01% $500K 2025-07-23 $28.99
2025 Q1 REDUCED — — — 19,111 -565 -2.9% 0.01% $468K 2025-05-13 $27.89
2024 Q4 REDUCED — — — 19,676 -285 -1.4% 0.01% $534K 2025-02-12 $27.19
2024 Q3 REDUCED 12.6% -1.4% ✅ 19,961 -2,888 -12.6% 0.01% $576K 2024-11-05 $26.25
2024 Q2 REDUCED 5.5% +3.5% ❌ 22,849 -1,339 -5.5% 0.01% $637K 2024-08-09 $25.39
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Prime Capital Investment Advisors, LLC and AGOX

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

How long has Prime Capital Investment Advisors, LLC reported owning AGOX?

Prime Capital Investment Advisors, LLC reported AGOX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AGOX position in Prime Capital Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for AGOX was 0.01% in 2026 Q1.

What is the latest reported AGOX position on this page?

The most recent filing on this page is 2026 Q2, when Prime Capital Investment Advisors, LLC reported 22,832 shares, equal to 0.01% of portfolio, with an estimated market value of $791K.

What does the chart on this AGOX ownership page compare?

The chart compares Prime Capital Investment Advisors, LLC's quarterly AGOX 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.

How well did Prime Capital Investment Advisors, LLC time their AGOX position?

Based on 13F filing dates vs. subsequent AGOX price moves, Prime Capital Investment Advisors, LLC correctly timed 3 out of 13 reported position changes (23%). The annualised alpha on AGOX relative to SPY over the holding period was -4.4%.

← Back to Prime Capital Investment Advisors, LLC Holdings