PMAR β€” Innovator Power Buffer - Mar.

Ownership history in Stuart Chaussee & Associates, Inc.  Β·  12 quarters on record

AI Ownership Summary

Stuart Chaussee & Associates, Inc. reported Innovator Power Buffer - Mar. (PMAR) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.4% in 2025 Q2. The latest visible filing shows PMAR at 0.34% 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 PMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stuart Chaussee & Associates, Inc.'s position in Innovator Power Buffer - Mar., 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

PMAR was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% 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
2023 Q4 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 Stuart Chaussee & Associates, Inc. held PMAR β€” position size vs. price
% of Fund (quarterly)    PMAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 35,690 β€” 0% 0.34% $1.6M 2026-02-14 (Est.) $45.29
2025 Q3 REDUCED 35,690 -6,310 -15.0% 0.34% $1.6M 2025-10-22 $44.05
2025 Q2 ADDED 42,000 +7,828 +22.9% 0.40% $1.8M 2025-08-01 $42.49
2025 Q1 UNCHANGED 34,172 β€” 0% 0.34% $1.4M 2025-05-16 $41.29
2024 Q4 UNCHANGED 34,172 β€” 0% 0.34% $1.4M 2025-02-14 $40.89
2024 Q3 UNCHANGED 34,172 β€” 0% 0.35% $1.3M 2024-11-14 $39.94
2024 Q2 UNCHANGED 34,172 β€” 0% 0.36% $1.3M 2024-08-13 $38.07
2024 Q1 UNCHANGED 34,172 β€” 0% 0.36% $1.3M 2024-05-09 $36.89
2023 Q4 UNCHANGED 34,172 β€” 0% 0.36% $1.2M 2024-02-02 $36.03
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Stuart Chaussee & Associates, Inc. and PMAR

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

How long has Stuart Chaussee & Associates, Inc. reported owning PMAR?

Stuart Chaussee & Associates, Inc. reported PMAR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PMAR position in Stuart Chaussee & Associates, Inc.'s portfolio?

The largest reported portfolio weight for PMAR was 0.40% in 2025 Q2.

What is the latest reported PMAR position on this page?

The most recent filing on this page is 2025 Q4, when Stuart Chaussee & Associates, Inc. reported 35,690 shares, equal to 0.34% of portfolio, with an estimated market value of $1.6M.

What does the chart on this PMAR ownership page compare?

The chart compares Stuart Chaussee & Associates, Inc.'s quarterly PMAR 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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