TAP Consulting, LLC SDSI β€” AMERICAN CENTY ETF TR

Ownership history in TAP Consulting, LLC  Β·  1 quarter on record

AI Ownership Summary

TAP Consulting, LLC reported AMERICAN CENTY ETF TR (SDSI) in 1 quarterly 13F filing from 2024 Q4 through 2024 Q4. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows SDSI at 0.32% 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 SDSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TAP Consulting, LLC's position in AMERICAN CENTY ETF TR, 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
2024 Q4

SDSI was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2024 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 TAP Consulting, LLC held SDSI β€” position size vs. price
% of Fund (quarterly)    SDSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 INITIATED β€” β€” β€” 30,550 β€” β€” 0.32% $1.6M 2025-02-14 (Est.) $48.10

FAQ About TAP Consulting, LLC and SDSI

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

How long has TAP Consulting, LLC reported owning SDSI?

TAP Consulting, LLC reported SDSI across 1 quarterly 13F filings, from 2024 Q4 through 2024 Q4.

What was the largest reported SDSI position in TAP Consulting, LLC's portfolio?

The largest reported portfolio weight for SDSI was 0.32% in 2024 Q4.

What is the latest reported SDSI position on this page?

The most recent filing on this page is 2024 Q4, when TAP Consulting, LLC reported 30,550 shares, equal to 0.32% of portfolio, with an estimated market value of $1.6M.

What does the chart on this SDSI ownership page compare?

The chart compares TAP Consulting, LLC's quarterly SDSI 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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