CFO β€” VICTORY PORTFOLIOS II

Ownership history in Significant Wealth Partners LLC  Β·  8 quarters on record

AI Ownership Summary

Significant Wealth Partners LLC reported VICTORY PORTFOLIOS II (CFO) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.23% in 2023 Q4. The latest visible filing shows CFO at 0.16% 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 CFO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Significant Wealth Partners LLC's position in VICTORY PORTFOLIOS II, 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

CFO was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Significant Wealth Partners LLC held CFO β€” position size vs. price
% of Fund (quarterly)    CFO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,492 +16 +0.4% 0.16% $331K 2025-11-04 $71.91
2025 Q2 ADDED 4,476 +16 +0.4% 0.16% $319K 2025-07-15 $70.40
2025 Q1 ADDED 4,460 +16 +0.4% 0.16% $306K 2025-04-30 $65.90
2024 Q4 ADDED 4,444 +13 +0.3% 0.16% $306K 2025-02-11 $70.22
2024 Q3 ADDED 4,431 +15 +0.3% 0.16% $309K 2024-11-12 $70.97
2024 Q2 ADDED 4,416 +14 +0.3% 0.16% $284K 2024-07-26 $64.65
2024 Q1 REDUCED 4,402 -769 -14.9% 0.19% $290K 2024-05-07 $62.68
2023 Q4 INITIATED 5,171 β€” β€” 0.23% $314K 2024-02-01 $59.67

FAQ About Significant Wealth Partners LLC and CFO

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

How long has Significant Wealth Partners LLC reported owning CFO?

Significant Wealth Partners LLC reported CFO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CFO position in Significant Wealth Partners LLC's portfolio?

The largest reported portfolio weight for CFO was 0.23% in 2023 Q4.

What is the latest reported CFO position on this page?

The most recent filing on this page is 2025 Q3, when Significant Wealth Partners LLC reported 4,492 shares, equal to 0.16% of portfolio, with an estimated market value of $331K.

What does the chart on this CFO ownership page compare?

The chart compares Significant Wealth Partners LLC's quarterly CFO 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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