Trivant Custom Portfolio Group, LLC BYDDY β€” BYD CO LTD

Ownership history in Trivant Custom Portfolio Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Trivant Custom Portfolio Group, LLC reported BYD CO LTD (BYDDY) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q2. The latest visible filing shows BYDDY at 0.38% 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 BYDDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trivant Custom Portfolio Group, LLC's position in BYD CO LTD, 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 Q4

BYDDY was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 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 Trivant Custom Portfolio Group, LLC held BYDDY β€” position size vs. price
% of Fund (quarterly)    BYDDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25.2% +12.6% ❌ 53,841 -18,104 -25.2% 0.38% $652K 2026-02-14 (Est.) $12.26
2025 Q3 ADDED β€” β€” β€” 71,945 +59,990 +501.8% 0.52% $1.0M 2025-11-05 $12.28
2025 Q2 INITIATED β€” β€” β€” 11,955 β€” β€” 0.62% $1.1M 2025-08-12 $14.33

FAQ About Trivant Custom Portfolio Group, LLC and BYDDY

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

How long has Trivant Custom Portfolio Group, LLC reported owning BYDDY?

Trivant Custom Portfolio Group, LLC reported BYDDY across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BYDDY position in Trivant Custom Portfolio Group, LLC's portfolio?

The largest reported portfolio weight for BYDDY was 0.62% in 2025 Q2.

What is the latest reported BYDDY position on this page?

The most recent filing on this page is 2025 Q4, when Trivant Custom Portfolio Group, LLC reported 53,841 shares, equal to 0.38% of portfolio, with an estimated market value of $652K.

What does the chart on this BYDDY ownership page compare?

The chart compares Trivant Custom Portfolio Group, LLC's quarterly BYDDY 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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