Stuart Chaussee & Associates, Inc. BAPR β€” Innovator Buffer - April

Ownership history in Stuart Chaussee & Associates, Inc.  Β·  4 quarters on record

AI Ownership Summary

Stuart Chaussee & Associates, Inc. reported Innovator Buffer - April (BAPR) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 22.59% in 2025 Q2. The latest visible filing shows BAPR at 22.56% 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 BAPR 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 Buffer - April, 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

BAPR was reported at 22.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.59% 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 Q2 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 BAPR β€” position size vs. price
% of Fund (quarterly)    BAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 2,204,829 β€” 0% 22.56% $103.4M 2026-02-14 (Est.) $48.28
2025 Q3 REDUCED β€” β€” β€” 2,204,829 -13,973 -0.6% 22.56% $103.4M 2025-10-22 $47.03
2025 Q2 ADDED β€” β€” β€” 2,218,802 +2,218,762 +5546905.0% 22.59% $100.3M 2025-08-01 $45.46
2024 Q2 INITIATED β€” β€” β€” 40 β€” β€” 0.00% $2K 2024-08-13 $41.47

FAQ About Stuart Chaussee & Associates, Inc. and BAPR

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 BAPR?

Stuart Chaussee & Associates, Inc. reported BAPR across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for BAPR was 22.59% in 2025 Q2.

What is the latest reported BAPR position on this page?

The most recent filing on this page is 2025 Q4, when Stuart Chaussee & Associates, Inc. reported 2,204,829 shares, equal to 22.56% of portfolio, with an estimated market value of $103.4M.

What does the chart on this BAPR ownership page compare?

The chart compares Stuart Chaussee & Associates, Inc.'s quarterly BAPR 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 Stuart Chaussee & Associates, Inc. time their BAPR position?

Based on 13F filing dates vs. subsequent BAPR price moves, Stuart Chaussee & Associates, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BAPR relative to SPY over the holding period was -14.0%.

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