SACH β€” SACHEM CAP CORP

Ownership history in Teamwork Financial Advisors, LLC  Β·  15 quarters on record

AI Ownership Summary

Teamwork Financial Advisors, LLC reported SACHEM CAP CORP (SACH) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows SACH at 0.00% 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 SACH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Teamwork Financial Advisors, LLC's position in SACHEM CAP CORP, 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 Q3

SACH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

SACH stock page Teamwork Financial Advisors, LLC fund profile Teamwork Financial Advisors, LLC full holdings
How Teamwork Financial Advisors, LLC held SACH β€” position size vs. price
% of Fund (quarterly)    SACH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20,941 -3,063 -12.8% 0.00% $23K 2025-10-08 $1.04
2025 Q2 REDUCED 24,004 -26,078 -52.1% 0.00% $29K 2025-07-07 $1.01
2025 Q1 REDUCED 50,082 -4,070 -7.5% 0.01% $58K 2025-04-10 $0.84
2024 Q4 REDUCED 54,152 -20,399 -27.4% 0.01% $73K 2025-01-17 $1.03
2024 Q3 ADDED 74,551 +32,757 +78.4% 0.03% $188K 2024-10-16 $1.96
2024 Q2 REDUCED 41,794 -7,211 -14.7% 0.02% $108K 2024-08-06 $1.91
2024 Q1 ADDED 49,005 +156 +0.3% 0.03% $219K 2024-04-19 $2.44
2023 Q4 REDUCED 48,849 -1,379 -2.7% 0.03% $183K 2024-01-19 $2.81
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SACH

As of 2026 Q1 β€” sorted by position size

Cox Capital Mgt LLC 3Y 7Y 0.77% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Teamwork Financial Advisors, LLC and SACH

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

How long has Teamwork Financial Advisors, LLC reported owning SACH?

Teamwork Financial Advisors, LLC reported SACH across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SACH position in Teamwork Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for SACH was 0.03% in 2024 Q1.

What is the latest reported SACH position on this page?

The most recent filing on this page is 2025 Q3, when Teamwork Financial Advisors, LLC reported 20,941 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this SACH ownership page compare?

The chart compares Teamwork Financial Advisors, LLC's quarterly SACH 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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