SIGNAL TREE FINANCIAL PARTNERS LLC SUB — ISHARES TR

Ownership history in SIGNAL TREE FINANCIAL PARTNERS LLC  ·  4 quarters on record

AI Ownership Summary

SIGNAL TREE FINANCIAL PARTNERS LLC reported ISHARES TR (SUB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 2.87% in 2025 Q3. The latest visible filing shows SUB at 2.69% 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 SUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNAL TREE FINANCIAL PARTNERS LLC's position in ISHARES 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
2026 Q1

SUB was reported at 2.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.87% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

SUB stock page SIGNAL TREE FINANCIAL PARTNERS LLC fund profile SIGNAL TREE FINANCIAL PARTNERS LLC full holdings
How SIGNAL TREE FINANCIAL PARTNERS LLC held SUB — position size vs. price
% of Fund (quarterly)    SUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 33,439 -1,035 -3.0% 2.69% $3.6M 2026-05-15 $105.92
2025 Q4 ADDED — — — 34,474 +492 +1.4% 2.80% $3.7M 2026-02-17 $106.51
2025 Q3 ADDED — — — 33,982 +7,198 +26.9% 2.87% $3.6M 2025-11-14 $104.95
2025 Q2 INITIATED — — — 26,784 — — 2.84% $2.8M 2025-07-16 $104.02

🏢 Other funds also holding SUB

As of 2026 Q1 — sorted by position size

Safe Harbor Family Capital, LLC 19.27% Gross & Hartman Investments LLC 16.77% Heritage Investment Group, Inc. 3Y 8.72% Bear Mountain Capital, Inc. 8.31% Salomon & Ludwin, LLC 3Y 7Y 6.81% Robinhood Asset Management, LLC 5.83% DGS Capital Management, LLC 3Y 5.77% Avail Investment Partners, LLC 5.12% INVESTED ADVISORS 4.89% Life Planning Partners, Inc 3Y 4.44%

FAQ About SIGNAL TREE FINANCIAL PARTNERS LLC and SUB

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

How long has SIGNAL TREE FINANCIAL PARTNERS LLC reported owning SUB?

SIGNAL TREE FINANCIAL PARTNERS LLC reported SUB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SUB position in SIGNAL TREE FINANCIAL PARTNERS LLC's portfolio?

The largest reported portfolio weight for SUB was 2.87% in 2025 Q3.

What is the latest reported SUB position on this page?

The most recent filing on this page is 2026 Q1, when SIGNAL TREE FINANCIAL PARTNERS LLC reported 33,439 shares, equal to 2.69% of portfolio, with an estimated market value of $3.6M.

What does the chart on this SUB ownership page compare?

The chart compares SIGNAL TREE FINANCIAL PARTNERS LLC's quarterly SUB 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 SIGNAL TREE FINANCIAL PARTNERS LLC time their SUB position?

Based on 13F filing dates vs. subsequent SUB price moves, SIGNAL TREE FINANCIAL PARTNERS LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SUB relative to SPY over the holding period was -17.5%.

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