Rise Advisors, LLC CRUS — CIRRUS LOGIC INC COM

Ownership history in Rise Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported CIRRUS LOGIC INC COM (CRUS) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows CRUS 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 CRUS 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 CIRRUS LOGIC 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

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

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 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.

CRUS stock page Rise Advisors, LLC fund profile Rise Advisors, LLC full holdings
How Rise Advisors, LLC held CRUS — position size vs. price
% of Fund (quarterly)    CRUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 123 — 0% 0.01% $15K 2025-10-08 $126.70
2025 Q2 ADDED — — — 123 +17 +16.0% 0.01% $13K 2025-07-08 $107.66
2025 Q1 REDUCED 43.3% +4.6% ❌ 106 -81 -43.3% 0.00% $11K 2025-05-15 $106.89
2024 Q4 UNCHANGED — — — 187 — 0% 0.01% $19K 2025-01-07 $105.20
2024 Q3 UNCHANGED — — — 187 — 0% 0.01% $23K 2024-10-11 $119.71
2024 Q2 UNCHANGED — — — 187 — 0% 0.01% $24K 2024-07-09 $135.46
2024 Q1 INITIATED — — — 187 — — 0.01% $17K 2024-04-09 $93.56

🏢 Other funds also holding CRUS

As of 2026 Q1 — sorted by position size

BURNEY CO/ 3Y 7Y 0.78% Cardinal Capital Management 3Y 7Y 0.45% Bayforest Capital Ltd 0.42% CX Institutional 3Y 7Y 0.33% ABLE Financial Group, LLC 0.32% Kendall Capital Management 3Y 7Y 0.32% J. Team Financial, Inc. 0.24% PRIVATE CLIENT SERVICES, LLC 0.24% FOSTER & MOTLEY INC 3Y 7Y 0.22% REXFORD CAPITAL INC 0.21%

FAQ About Rise Advisors, LLC and CRUS

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 CRUS?

Rise Advisors, LLC reported CRUS across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for CRUS was 0.01% in 2024 Q2.

What is the latest reported CRUS position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 123 shares, equal to 0.01% of portfolio, with an estimated market value of $15K.

What does the chart on this CRUS ownership page compare?

The chart compares Rise Advisors, LLC's quarterly CRUS 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 Rise Advisors, LLC time their CRUS position?

Based on 13F filing dates vs. subsequent CRUS price moves, Rise Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CRUS relative to SPY over the holding period was +1.7%.

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