EMBD β€” GLOBAL X FDS

Ownership history in REGATTA CAPITAL GROUP, LLC  Β·  2 quarters on record

AI Ownership Summary

REGATTA CAPITAL GROUP, LLC reported GLOBAL X FDS (EMBD) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.15% in 2025 Q2. The latest visible filing shows EMBD at 0.05% 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 EMBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REGATTA CAPITAL GROUP, LLC's position in GLOBAL X FDS, 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

EMBD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 REGATTA CAPITAL GROUP, LLC held EMBD β€” position size vs. price
% of Fund (quarterly)    EMBD 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 Q3 REDUCED 13,483 -23,500 -63.5% 0.05% $321K 2025-10-17 $23.21
2025 Q2 INITIATED 36,983 β€” β€” 0.15% $862K 2025-07-15 $22.13

🏒 Other funds also holding EMBD

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About REGATTA CAPITAL GROUP, LLC and EMBD

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

How long has REGATTA CAPITAL GROUP, LLC reported owning EMBD?

REGATTA CAPITAL GROUP, LLC reported EMBD across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported EMBD position in REGATTA CAPITAL GROUP, LLC's portfolio?

The largest reported portfolio weight for EMBD was 0.15% in 2025 Q2.

What is the latest reported EMBD position on this page?

The most recent filing on this page is 2025 Q3, when REGATTA CAPITAL GROUP, LLC reported 13,483 shares, equal to 0.05% of portfolio, with an estimated market value of $321K.

What does the chart on this EMBD ownership page compare?

The chart compares REGATTA CAPITAL GROUP, LLC's quarterly EMBD 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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