Wealth High Governance Capital Ltda BIRK BIRKENSTOCK HOLDING PLC

Ownership history in Wealth High Governance Capital Ltda  ·  3 quarters on record

AI Ownership Summary

Wealth High Governance Capital Ltda reported BIRKENSTOCK HOLDING PLC (BIRK) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 4.26% in 2025 Q2. The latest visible filing shows BIRK at 2.34% 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 BIRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth High Governance Capital Ltda's position in BIRKENSTOCK HOLDING PLC, 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 Q3

BIRK was reported at 2.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% 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 Q1 to 2025 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 Wealth High Governance Capital Ltda held BIRK — position size vs. price
% of Fund (quarterly)    BIRK 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)
2025 Q3 REDUCED 35.5% -8.9% 180,000 -99,001 -35.5% 2.34% $8.1M 2025-11-13 $40.37
2025 Q2 ADDED 279,001 +254,201 +1025.0% 4.26% $13.7M 2025-08-14 $48.41
2025 Q1 INITIATED 24,800 0.74% $1.1M 2025-05-15 $57.70

FAQ About Wealth High Governance Capital Ltda and BIRK

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

How long has Wealth High Governance Capital Ltda reported owning BIRK?

Wealth High Governance Capital Ltda reported BIRK across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported BIRK position in Wealth High Governance Capital Ltda's portfolio?

The largest reported portfolio weight for BIRK was 4.26% in 2025 Q2.

What is the latest reported BIRK position on this page?

The most recent filing on this page is 2025 Q3, when Wealth High Governance Capital Ltda reported 180,000 shares, equal to 2.34% of portfolio, with an estimated market value of $8.1M.

What does the chart on this BIRK ownership page compare?

The chart compares Wealth High Governance Capital Ltda's quarterly BIRK 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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