DMAX β€” iShares Large Cap Max Buffer

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

AI Ownership Summary

Stuart Chaussee & Associates, Inc. reported iShares Large Cap Max Buffer (DMAX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows DMAX at 0.08% 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 DMAX 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 iShares Large Cap Max Buffer, 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

DMAX was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 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 DMAX β€” position size vs. price
% of Fund (quarterly)    DMAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 13,950 β€” 0% 0.08% $369K 2026-02-14 (Est.) $26.73
2025 Q3 REDUCED 13,950 -1,050 -7.0% 0.08% $369K 2025-10-22 $26.21
2025 Q2 UNCHANGED 15,000 β€” 0% 0.09% $387K 2025-08-01 $25.62
2025 Q1 INITIATED 15,000 β€” β€” 0.09% $374K 2025-05-16 $25.14

🏒 Other funds also holding DMAX

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0%

FAQ About Stuart Chaussee & Associates, Inc. and DMAX

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 DMAX?

Stuart Chaussee & Associates, Inc. reported DMAX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for DMAX was 0.09% in 2025 Q1.

What is the latest reported DMAX position on this page?

The most recent filing on this page is 2025 Q4, when Stuart Chaussee & Associates, Inc. reported 13,950 shares, equal to 0.08% of portfolio, with an estimated market value of $369K.

What does the chart on this DMAX ownership page compare?

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