EZMO β€” LISTED FDS TR

Ownership history in WORLD EQUITY GROUP, INC.  Β·  1 quarter on record

AI Ownership Summary

WORLD EQUITY GROUP, INC. reported LISTED FDS TR (EZMO) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.89% in 2025 Q4. The latest visible filing shows EZMO at 0.89% 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 EZMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WORLD EQUITY GROUP, INC.'s position in LISTED FDS TR, 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

EZMO was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q4

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

Time in book
Holding Window
2025 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.

How WORLD EQUITY GROUP, INC. held EZMO β€” position size vs. price
% of Fund (quarterly)    EZMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 121,290 β€” β€” 0.89% $3.2M 2026-02-14 (Est.) $27.72

🏒 Other funds also holding EZMO

As of 2025 Q4 β€” sorted by position size

GTS SECURITIES LLC 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About WORLD EQUITY GROUP, INC. and EZMO

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

How long has WORLD EQUITY GROUP, INC. reported owning EZMO?

WORLD EQUITY GROUP, INC. reported EZMO across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported EZMO position in WORLD EQUITY GROUP, INC.'s portfolio?

The largest reported portfolio weight for EZMO was 0.89% in 2025 Q4.

What is the latest reported EZMO position on this page?

The most recent filing on this page is 2025 Q4, when WORLD EQUITY GROUP, INC. reported 121,290 shares, equal to 0.89% of portfolio, with an estimated market value of $3.2M.

What does the chart on this EZMO ownership page compare?

The chart compares WORLD EQUITY GROUP, INC.'s quarterly EZMO 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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