FLRN β€” SPDR SER TR

Ownership history in Revisor Wealth Management LLC  Β·  7 quarters on record

AI Ownership Summary

Revisor Wealth Management LLC reported SPDR SER TR (FLRN) in 7 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 1.0% in 2023 Q3. The latest visible filing shows FLRN at 0.09% 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 FLRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Revisor Wealth Management LLC's position in SPDR SER TR, 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

FLRN was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 Revisor Wealth Management LLC held FLRN β€” position size vs. price
% of Fund (quarterly)    FLRN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,022 -657 -7.6% 0.09% $247K 2025-10-15 $30.21
2025 Q2 REDUCED 8,679 -371 -4.1% 0.10% $267K 2025-07-15 $29.85
2025 Q1 REDUCED 9,050 -22,028 -70.9% 0.12% $279K 2025-04-28 $29.45
2024 Q2 REDUCED 31,078 -24,525 -44.1% 0.67% $959K 2024-08-12 $28.40
2024 Q1 ADDED 55,603 +36,875 +196.9% 0.77% $1.7M 2024-04-23 $27.94
2023 Q4 REDUCED 18,728 -17,184 -47.9% 0.66% $573K 2024-01-10 $27.40
2023 Q3 INITIATED 35,912 β€” β€” 1.00% $1.1M 2023-11-21 $27.11

FAQ About Revisor Wealth Management LLC and FLRN

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

How long has Revisor Wealth Management LLC reported owning FLRN?

Revisor Wealth Management LLC reported FLRN across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported FLRN position in Revisor Wealth Management LLC's portfolio?

The largest reported portfolio weight for FLRN was 1.00% in 2023 Q3.

What is the latest reported FLRN position on this page?

The most recent filing on this page is 2025 Q3, when Revisor Wealth Management LLC reported 8,022 shares, equal to 0.09% of portfolio, with an estimated market value of $247K.

What does the chart on this FLRN ownership page compare?

The chart compares Revisor Wealth Management LLC's quarterly FLRN 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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