VISION FINANCIAL MARKETS LLC RH — RH

Ownership history in VISION FINANCIAL MARKETS LLC  ·  6 quarters on record

AI Ownership Summary

VISION FINANCIAL MARKETS LLC reported RH (RH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2024 Q4. The latest visible filing shows RH 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 RH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VISION FINANCIAL MARKETS LLC's position in RH, 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

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

High-water mark
Peak Conviction
0.54% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

RH stock page VISION FINANCIAL MARKETS LLC fund profile VISION FINANCIAL MARKETS LLC full holdings
How VISION FINANCIAL MARKETS LLC held RH — position size vs. price
% of Fund (quarterly)    RH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,040 -100 -8.8% 0.14% $145K 2026-04-24 $137.51
2025 Q4 UNCHANGED — — — 1,140 — 0% 0.21% $204K 2026-01-22 $231.01
2025 Q3 REDUCED 9.5% -9.1% ✅ 1,140 -120 -9.5% 0.20% $232K 2025-11-06 $158.06
2025 Q2 UNCHANGED — — — 1,260 — 0% 0.22% $238K 2025-08-01 $200.76
2025 Q1 REDUCED — — — 1,260 -25 -1.9% 0.32% $295K 2025-05-09 $194.28
2024 Q4 INITIATED — — — 1,285 — — 0.54% $506K 2025-02-06 $415.27

🏢 Other funds also holding RH

As of 2026 Q1 — sorted by position size

Xcel Wealth Management, LLC 3Y 5.25% Integrated Financial Solutions, Inc. 1.59% UDINE WEALTH MANAGEMENT, INC. 3Y 0.98% SWS Partners 3Y 7Y 0.8% Game Plan Financial Advisors, LLC 3Y 0.54% Xcel Wealth Management, LLC 3Y 0.53% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 0.34% Covenant Asset Management, LLC 3Y 7Y 0.29% Maridea Wealth Management LLC 0.18% Salvus Wealth Management, LLC 3Y 0.16%

FAQ About VISION FINANCIAL MARKETS LLC and RH

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

How long has VISION FINANCIAL MARKETS LLC reported owning RH?

VISION FINANCIAL MARKETS LLC reported RH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RH position in VISION FINANCIAL MARKETS LLC's portfolio?

The largest reported portfolio weight for RH was 0.54% in 2024 Q4.

What is the latest reported RH position on this page?

The most recent filing on this page is 2026 Q1, when VISION FINANCIAL MARKETS LLC reported 1,040 shares, equal to 0.14% of portfolio, with an estimated market value of $145K.

What does the chart on this RH ownership page compare?

The chart compares VISION FINANCIAL MARKETS LLC's quarterly RH 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 VISION FINANCIAL MARKETS LLC time their RH position?

Based on 13F filing dates vs. subsequent RH price moves, VISION FINANCIAL MARKETS LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on RH relative to SPY over the holding period was -67.2%.

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