TrueMark Investments, LLC SPE SPECIAL OPPORTUNITIES FD INC

Ownership history in TrueMark Investments, LLC  ·  3 quarters on record

AI Ownership Summary

TrueMark Investments, LLC reported SPECIAL OPPORTUNITIES FD INC (SPE) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows SPE at 0.04% 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 SPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TrueMark Investments, LLC's position in SPECIAL OPPORTUNITIES FD INC, 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

SPE was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 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 TrueMark Investments, LLC held SPE — position size vs. price
% of Fund (quarterly)    SPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,208 +1,293 +8.7% 0.04% $223K 2026-04-20 $13.97
2025 Q4 ADDED 14,915 +363 +2.5% 0.04% $219K 2026-01-14 $14.33
2025 Q3 INITIATED 14,552 0.04% $226K 2025-10-30 $13.66

FAQ About TrueMark Investments, LLC and SPE

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

How long has TrueMark Investments, LLC reported owning SPE?

TrueMark Investments, LLC reported SPE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SPE position in TrueMark Investments, LLC's portfolio?

The largest reported portfolio weight for SPE was 0.04% in 2026 Q1.

What is the latest reported SPE position on this page?

The most recent filing on this page is 2026 Q1, when TrueMark Investments, LLC reported 16,208 shares, equal to 0.04% of portfolio, with an estimated market value of $223K.

What does the chart on this SPE ownership page compare?

The chart compares TrueMark Investments, LLC's quarterly SPE 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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