CFA β€” VICTORY PORTFOLIOS II

Ownership history in TAP Consulting, LLC  Β·  20 quarters on record

AI Ownership Summary

TAP Consulting, LLC reported VICTORY PORTFOLIOS II (CFA) in 20 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 1.56% in 2023 Q4. The latest visible filing shows CFA at 1.41% 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 CFA 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 VICTORY PORTFOLIOS II, 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

CFA was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 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 CFA β€” position size vs. price
% of Fund (quarterly)    CFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 81,366 +158 +0.2% 1.41% $6.9M 2025-02-14 (Est.) $86.78
2024 Q3 ADDED 81,208 +3,294 +4.2% 1.38% $7.0M 2024-10-09 $84.55
2024 Q2 ADDED 77,914 +6,804 +9.6% 1.30% $6.2M 2024-08-06 $77.35
2024 Q1 REDUCED 71,110 -16,637 -19.0% 1.27% $5.8M 2024-04-23 $76.47
2023 Q4 ADDED 87,747 +22,499 +34.5% 1.56% $6.5M 2024-02-02 $73.68
2023 Q3 ADDED 65,248 +7,962 +13.9% 1.14% $4.4M 2023-12-05 $69.08
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About TAP Consulting, LLC and CFA

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 CFA?

TAP Consulting, LLC reported CFA across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

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

The largest reported portfolio weight for CFA was 1.56% in 2023 Q4.

What is the latest reported CFA position on this page?

The most recent filing on this page is 2024 Q4, when TAP Consulting, LLC reported 81,366 shares, equal to 1.41% of portfolio, with an estimated market value of $6.9M.

What does the chart on this CFA ownership page compare?

The chart compares TAP Consulting, LLC's quarterly CFA 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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