ALCO β€” ALICO INC COM

Ownership history in Rise Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported ALICO INC COM (ALCO) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows ALCO 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.

What this ALCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in ALICO INC COM, 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

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

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 Rise Advisors, LLC held ALCO β€” position size vs. price
% of Fund (quarterly)    ALCO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 460 β€” 0% 0.01% $16K 2025-10-08 $33.44
2025 Q2 UNCHANGED 460 β€” 0% 0.01% $15K 2025-07-08 $32.14
2025 Q1 INITIATED 460 β€” β€” 0.01% $14K 2025-05-15 $30.68

FAQ About Rise Advisors, LLC and ALCO

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

How long has Rise Advisors, LLC reported owning ALCO?

Rise Advisors, LLC reported ALCO across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ALCO position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for ALCO was 0.01% in 2025 Q1.

What is the latest reported ALCO position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 460 shares, equal to 0.01% of portfolio, with an estimated market value of $16K.

What does the chart on this ALCO ownership page compare?

The chart compares Rise Advisors, LLC's quarterly ALCO 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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