Slagle Financial, LLC FLCB — FRANKLIN TEMPLETON ETF TR

Ownership history in Slagle Financial, LLC  ·  12 quarters on record

AI Ownership Summary

Slagle Financial, LLC reported FRANKLIN TEMPLETON ETF TR (FLCB) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2024 Q1. The latest visible filing shows FLCB at 0.29% 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 FLCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slagle Financial, LLC's position in FRANKLIN TEMPLETON ETF 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

FLCB was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2024 Q1

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 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.

FLCB stock page Slagle Financial, LLC fund profile Slagle Financial, LLC full holdings
How Slagle Financial, LLC held FLCB — position size vs. price
% of Fund (quarterly)    FLCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 41,036 -3,259 -7.4% 0.29% $882K 2026-05-01 $21.39
2025 Q4 REDUCED — — — 44,295 -834 -1.8% 0.33% $958K 2026-01-26 $21.39
2025 Q3 ADDED — — — 45,129 +116 +0.3% 0.36% $980K 2025-11-06 $21.25
2025 Q2 ADDED — — — 45,013 +6,979 +18.3% 0.39% $969K 2025-08-11 $20.79
2025 Q1 REDUCED 17.7% +1.2% ❌ 38,034 -8,156 -17.7% 0.36% $818K 2025-04-30 $20.50
2024 Q4 REDUCED — — — 46,190 -1,753 -3.7% 0.44% $974K 2025-02-12 $19.95
2024 Q3 REDUCED 5.3% -2.9% ✅ 47,943 -2,701 -5.3% 0.47% $1.1M 2024-10-31 $20.01
2024 Q2 REDUCED — — — 50,644 -713 -1.4% 0.55% $1.1M 2024-07-24 $19.70
2024 Q1 REDUCED 44.9% -0.4% ✅ 51,357 -41,925 -44.9% 0.59% $1.1M 2024-05-16 $19.41
2023 Q4 ADDED — — — 93,282 +45,449 +95.0% 0.58% $1.0M 2024-03-05 $19.43
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLCB

As of 2026 Q1 — sorted by position size

Sequent Planning LLC 4.86% HANTZ FINANCIAL SERVICES, INC. 3Y 0.69% Sanctuary Advisors, LLC 0.36% First Citizens Financial Corp 3Y 0.23% Bogart Wealth, LLC 3Y 7Y 0.16% Janney Montgomery Scott LLC 3Y 7Y 0.13% CENTRAL TRUST Co 3Y 7Y 0.09% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.06% Atria Investments, Inc 3Y 7Y 0.05% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.04%

FAQ About Slagle Financial, LLC and FLCB

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

How long has Slagle Financial, LLC reported owning FLCB?

Slagle Financial, LLC reported FLCB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLCB position in Slagle Financial, LLC's portfolio?

The largest reported portfolio weight for FLCB was 0.59% in 2024 Q1.

What is the latest reported FLCB position on this page?

The most recent filing on this page is 2026 Q1, when Slagle Financial, LLC reported 41,036 shares, equal to 0.29% of portfolio, with an estimated market value of $882K.

What does the chart on this FLCB ownership page compare?

The chart compares Slagle Financial, LLC's quarterly FLCB 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 Slagle Financial, LLC time their FLCB position?

Based on 13F filing dates vs. subsequent FLCB price moves, Slagle Financial, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on FLCB relative to SPY over the holding period was -12.9%.

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