TOTH FINANCIAL ADVISORY CORP UAMY — UNITED STATES ANTIMONY CORP

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  5 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported UNITED STATES ANTIMONY CORP (UAMY) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows UAMY 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.

What this UAMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in UNITED STATES ANTIMONY 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
2026 Q3

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

High-water mark
Peak Conviction
0.0% 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
2025 Q3 to 2026 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.

How TOTH FINANCIAL ADVISORY CORP held UAMY — position size vs. price
% of Fund (quarterly)    UAMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,250 +250 +8.3% 0.00% $14K 2026-10-08 $3.72
2026 Q2 REDUCED — — — 3,000 -105 -3.4% 0.00% $22K 2026-07-14 $6.45
2026 Q1 ADDED — — — 3,105 +1,105 +55.2% 0.00% $27K 2026-04-16 $10.42
2025 Q4 ADDED — — — 2,000 +1,000 +100.0% 0.00% $10K 2026-01-20 $9.27
2025 Q3 INITIATED — — — 1,000 — — 0.00% $6K 2025-10-09 $10.88

FAQ About TOTH FINANCIAL ADVISORY CORP and UAMY

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

How long has TOTH FINANCIAL ADVISORY CORP reported owning UAMY?

TOTH FINANCIAL ADVISORY CORP reported UAMY across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported UAMY position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for UAMY was 0.00% in 2026 Q1.

What is the latest reported UAMY position on this page?

The most recent filing on this page is 2026 Q3, when TOTH FINANCIAL ADVISORY CORP reported 3,250 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this UAMY ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly UAMY 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.

How well did TOTH FINANCIAL ADVISORY CORP time their UAMY position?

Based on 13F filing dates vs. subsequent UAMY price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on UAMY relative to SPY over the holding period was -70.9%.

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