VOLT β€” TEMA ETF TRUST

Ownership history in Teamwork Financial Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Teamwork Financial Advisors, LLC reported TEMA ETF TRUST (VOLT) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows VOLT at 0.14% 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 VOLT 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 TEMA ETF TRUST, 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
2026 Q1

VOLT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 Teamwork Financial Advisors, LLC held VOLT β€” position size vs. price
% of Fund (quarterly)    VOLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 40,029 β€” β€” 0.14% $1.4M 2026-04-09 $37.47

🏒 Other funds also holding VOLT

As of 2026 Q1 β€” sorted by position size

IAM Advisory, LLC 3Y 0.4% Farther Finance Advisors, LLC 0.0% Global Wealth Strategies & Associates 3Y 0.0%

FAQ About Teamwork Financial Advisors, LLC and VOLT

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 VOLT?

Teamwork Financial Advisors, LLC reported VOLT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

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

The largest reported portfolio weight for VOLT was 0.14% in 2026 Q1.

What is the latest reported VOLT position on this page?

The most recent filing on this page is 2026 Q1, when Teamwork Financial Advisors, LLC reported 40,029 shares, equal to 0.14% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VOLT ownership page compare?

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