WEALTHEDGE INVESTMENT ADVISORS, LLC RMCF — ROCKY MTN CHOCOLATE FACTORY

Ownership history in WEALTHEDGE INVESTMENT ADVISORS, LLC  ·  5 quarters on record

AI Ownership Summary

WEALTHEDGE INVESTMENT ADVISORS, LLC reported ROCKY MTN CHOCOLATE FACTORY (RMCF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows RMCF at 0.01% 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 RMCF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHEDGE INVESTMENT ADVISORS, LLC's position in ROCKY MTN CHOCOLATE FACTORY, 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

RMCF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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
2024 Q4 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.

RMCF stock page WEALTHEDGE INVESTMENT ADVISORS, LLC fund profile WEALTHEDGE INVESTMENT ADVISORS, LLC full holdings
How WEALTHEDGE INVESTMENT ADVISORS, LLC held RMCF — position size vs. price
% of Fund (quarterly)    RMCF 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)
2025 Q4 REDUCED 90.1% +18.4% ❌ 10,135 -92,005 -90.1% 0.01% $19K 2026-02-17 $2.60
2025 Q3 REDUCED 15.2% +17.6% ❌ 102,140 -18,302 -15.2% 0.06% $162K 2025-11-12 $1.63
2025 Q2 REDUCED — — — 120,442 -1,140 -0.9% 0.07% $172K 2025-08-13 $1.43
2025 Q1 ADDED — — — 121,582 +82,173 +208.5% 0.07% $148K 2025-05-13 $1.26
2024 Q4 INITIATED — — — 39,409 — — 0.04% $95K 2025-03-12 $1.49

🏢 Other funds also holding RMCF

As of 2026 Q2 — sorted by position size

Salvus Wealth Management, LLC 3Y 0.01% 4WEALTH ADVISORS, INC. 0.01% Leverty Financial Group, LLC 3Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% Triumph Capital Management 3Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About WEALTHEDGE INVESTMENT ADVISORS, LLC and RMCF

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

How long has WEALTHEDGE INVESTMENT ADVISORS, LLC reported owning RMCF?

WEALTHEDGE INVESTMENT ADVISORS, LLC reported RMCF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported RMCF position in WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for RMCF was 0.07% in 2025 Q2.

What is the latest reported RMCF position on this page?

The most recent filing on this page is 2025 Q4, when WEALTHEDGE INVESTMENT ADVISORS, LLC reported 10,135 shares, equal to 0.01% of portfolio, with an estimated market value of $19K.

What does the chart on this RMCF ownership page compare?

The chart compares WEALTHEDGE INVESTMENT ADVISORS, LLC's quarterly RMCF 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 WEALTHEDGE INVESTMENT ADVISORS, LLC time their RMCF position?

Based on 13F filing dates vs. subsequent RMCF price moves, WEALTHEDGE INVESTMENT ADVISORS, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on RMCF relative to SPY over the holding period was +44.5%.

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