Stuart Chaussee & Associates, Inc. BMAR β€” Innovator Buffer - Mar.

Ownership history in Stuart Chaussee & Associates, Inc.  Β·  3 quarters on record

AI Ownership Summary

Stuart Chaussee & Associates, Inc. reported Innovator Buffer - Mar. (BMAR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q2. The latest visible filing shows BMAR at 0.19% 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 BMAR 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 - 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

BMAR was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% 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
2025 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 BMAR β€” position size vs. price
% of Fund (quarterly)    BMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 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€” 16,500 β€” 0% 0.19% $851K 2026-02-14 (Est.) $53.44
2025 Q3 REDUCED 14.6% +3.1% ❌ 16,500 -2,826 -14.6% 0.19% $851K 2025-10-22 $51.75
2025 Q2 INITIATED β€” β€” β€” 19,326 β€” β€” 0.21% $948K 2025-08-01 $49.28

FAQ About Stuart Chaussee & Associates, Inc. and BMAR

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 BMAR?

Stuart Chaussee & Associates, Inc. reported BMAR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

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

The largest reported portfolio weight for BMAR was 0.21% in 2025 Q2.

What is the latest reported BMAR position on this page?

The most recent filing on this page is 2025 Q4, when Stuart Chaussee & Associates, Inc. reported 16,500 shares, equal to 0.19% of portfolio, with an estimated market value of $851K.

What does the chart on this BMAR ownership page compare?

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