TMSL β€” T ROWE PRICE ETF INC

Ownership history in Souders Financial Advisors  Β·  6 quarters on record

AI Ownership Summary

Souders Financial Advisors reported T ROWE PRICE ETF INC (TMSL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.07% in 2025 Q2. The latest visible filing shows TMSL at 1.42% 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 TMSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Souders Financial Advisors's position in T ROWE PRICE ETF INC, 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 Q4

TMSL was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2025 Q2

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 2025 Q4

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 Souders Financial Advisors held TMSL β€” position size vs. price
% of Fund (quarterly)    TMSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 345,979 +8,126 +2.4% 1.42% $12.4M 2026-02-14 (Est.) $39.05
2025 Q3 REDUCED 337,853 -157,308 -31.8% 1.41% $11.9M 2025-11-04 $34.62
2025 Q2 ADDED 495,161 +39,853 +8.8% 2.07% $16.2M 2025-08-06 $32.96
2025 Q1 ADDED 455,308 +290,989 +177.1% 1.94% $13.9M 2025-05-05 $30.34
2024 Q4 ADDED 164,319 +11,649 +7.6% 0.74% $5.3M 2025-02-06 $33.99
2024 Q3 INITIATED 152,670 β€” β€” 0.69% $5.0M 2024-11-05 $32.48

FAQ About Souders Financial Advisors and TMSL

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

How long has Souders Financial Advisors reported owning TMSL?

Souders Financial Advisors reported TMSL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported TMSL position in Souders Financial Advisors's portfolio?

The largest reported portfolio weight for TMSL was 2.07% in 2025 Q2.

What is the latest reported TMSL position on this page?

The most recent filing on this page is 2025 Q4, when Souders Financial Advisors reported 345,979 shares, equal to 1.42% of portfolio, with an estimated market value of $12.4M.

What does the chart on this TMSL ownership page compare?

The chart compares Souders Financial Advisors's quarterly TMSL 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.

← Back to Souders Financial Advisors Holdings