Resurgent Financial Advisors LLC RYLD β€” GLOBAL X FDS

Ownership history in Resurgent Financial Advisors LLC  Β·  3 quarters on record

AI Ownership Summary

Resurgent Financial Advisors LLC reported GLOBAL X FDS (RYLD) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows RYLD at 0.28% 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 RYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Resurgent Financial Advisors 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
2026 Q1

RYLD was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% 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 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 Resurgent Financial Advisors LLC held RYLD β€” position size vs. price
% of Fund (quarterly)    RYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 51,654 +1,892 +3.8% 0.28% $772K 2026-05-13 $15.50
2025 Q4 ADDED β€” β€” β€” 49,762 +9,181 +22.6% 0.38% $761K 2026-02-12 $14.91
2025 Q3 INITIATED β€” β€” β€” 40,581 β€” β€” 0.30% $611K 2025-11-13 $14.17

FAQ About Resurgent Financial Advisors LLC and RYLD

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

How long has Resurgent Financial Advisors LLC reported owning RYLD?

Resurgent Financial Advisors LLC reported RYLD across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported RYLD position in Resurgent Financial Advisors LLC's portfolio?

The largest reported portfolio weight for RYLD was 0.38% in 2025 Q4.

What is the latest reported RYLD position on this page?

The most recent filing on this page is 2026 Q1, when Resurgent Financial Advisors LLC reported 51,654 shares, equal to 0.28% of portfolio, with an estimated market value of $772K.

What does the chart on this RYLD ownership page compare?

The chart compares Resurgent Financial Advisors LLC's quarterly RYLD 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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