Ritter Daniher Financial Advisory LLC / DE ASA ASA GOLD AND PRECIOUS MTLS L

Ownership history in Ritter Daniher Financial Advisory LLC / DE  ·  6 quarters on record

AI Ownership Summary

Ritter Daniher Financial Advisory LLC / DE reported ASA GOLD AND PRECIOUS MTLS L (ASA) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows ASA at 0.00% 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 ASA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ritter Daniher Financial Advisory LLC / DE's position in ASA GOLD AND PRECIOUS MTLS L, 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 Q2

ASA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 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 2026 Q2

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 Ritter Daniher Financial Advisory LLC / DE held ASA — position size vs. price
% of Fund (quarterly)    ASA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 500 0% 0.00% $26K 2026-07-14 $51.79
2026 Q1 UNCHANGED 500 0% 0.01% $31K 2026-05-06 $66.64
2025 Q4 UNCHANGED 500 0% 0.01% $30K 2026-02-10 $71.43
2025 Q3 UNCHANGED 500 0% 0.00% $23K 2025-11-03 $46.14
2025 Q2 UNCHANGED 500 0% 0.00% $16K 2025-08-11 $35.18
2025 Q1 INITIATED 500 0.00% $15K 2025-05-09 $30.68

FAQ About Ritter Daniher Financial Advisory LLC / DE and ASA

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

How long has Ritter Daniher Financial Advisory LLC / DE reported owning ASA?

Ritter Daniher Financial Advisory LLC / DE reported ASA across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ASA position in Ritter Daniher Financial Advisory LLC / DE's portfolio?

The largest reported portfolio weight for ASA was 0.01% in 2026 Q1.

What is the latest reported ASA position on this page?

The most recent filing on this page is 2026 Q2, when Ritter Daniher Financial Advisory LLC / DE reported 500 shares, equal to 0.00% of portfolio, with an estimated market value of $26K.

What does the chart on this ASA ownership page compare?

The chart compares Ritter Daniher Financial Advisory LLC / DE's quarterly ASA 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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