Rosenberg Matthew Hamilton URA — GLOBAL X FDS

Ownership history in Rosenberg Matthew Hamilton  ·  25 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported GLOBAL X FDS (URA) in 25 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows URA 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this URA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rosenberg Matthew Hamilton'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 Q3

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

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 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 Rosenberg Matthew Hamilton held URA — position size vs. price
% of Fund (quarterly)    URA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 550 — 0% 0.00% $22K 2026-10-05 $40.19
2026 Q2 UNCHANGED — — — 550 — 0% 0.00% $24K 2026-07-17 $38.73
2026 Q1 UNCHANGED — — — 550 — 0% 0.01% $27K 2026-04-07 $47.95
2025 Q4 UNCHANGED — — — 550 — 0% 0.00% $24K 2026-01-05 $48.63
2025 Q3 UNCHANGED — — — 550 — 0% 0.01% $26K 2025-11-10 $46.67
2025 Q2 REDUCED 32.2% +25.5% ❌ 550 -261 -32.2% 0.00% $21K 2025-07-28 $39.12
2025 Q1 UNCHANGED — — — 811 — 0% 0.00% $19K 2025-04-28 $23.91
2024 Q4 UNCHANGED — — — 811 — 0% 0.01% $22K 2025-01-14 $25.96
2024 Q3 UNCHANGED — — — 811 — 0% 0.01% $23K 2024-10-28 $29.90
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rosenberg Matthew Hamilton and URA

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

How long has Rosenberg Matthew Hamilton reported owning URA?

Rosenberg Matthew Hamilton reported URA across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported URA position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for URA was 0.01% in 2024 Q3.

What is the latest reported URA position on this page?

The most recent filing on this page is 2026 Q3, when Rosenberg Matthew Hamilton reported 550 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this URA ownership page compare?

The chart compares Rosenberg Matthew Hamilton's quarterly URA 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 Rosenberg Matthew Hamilton time their URA position?

Based on 13F filing dates vs. subsequent URA price moves, Rosenberg Matthew Hamilton correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on URA relative to SPY over the holding period was +182.6%.

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