WORLD EQUITY GROUP, INC. DDEC FIRST TR EXCHNG TRADED FD VI

Ownership history in WORLD EQUITY GROUP, INC.  ·  8 quarters on record

AI Ownership Summary

WORLD EQUITY GROUP, INC. reported FIRST TR EXCHNG TRADED FD VI (DDEC) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.29% in 2024 Q3. The latest visible filing shows DDEC at 0.20% 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 DDEC 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 FIRST TR EXCHNG TRADED FD VI, 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 Q2

DDEC was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 DDEC — position size vs. price
% of Fund (quarterly)    DDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 19,090 0% 0.20% $904K 2026-07-09 $47.55
2026 Q1 REDUCED 19,090 -500 -2.6% 0.22% $845K 2026-05-06 $46.78
2025 Q4 UNCHANGED 19,590 0% 0.25% $883K 2026-01-12 $45.42
2025 Q3 UNCHANGED 19,590 0% 0.19% $857K 2025-10-24 $44.13
2025 Q2 REDUCED 19,590 -400 -2.0% 0.22% $818K 2025-07-15 $41.94
2025 Q1 REDUCED 19,990 -627 -3.0% 0.22% $782K 2025-04-22 $38.17
2024 Q4 REDUCED 20,617 -1 -0.0% 0.18% $828K 2025-02-04 $40.77
2024 Q3 INITIATED 20,618 0.29% $814K 2024-10-30 $39.74

FAQ About WORLD EQUITY GROUP, INC. and DDEC

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 DDEC?

WORLD EQUITY GROUP, INC. reported DDEC across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for DDEC was 0.29% in 2024 Q3.

What is the latest reported DDEC position on this page?

The most recent filing on this page is 2026 Q2, when WORLD EQUITY GROUP, INC. reported 19,090 shares, equal to 0.20% of portfolio, with an estimated market value of $904K.

What does the chart on this DDEC ownership page compare?

The chart compares WORLD EQUITY GROUP, INC.'s quarterly DDEC 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 WORLD EQUITY GROUP, INC. time their DDEC position?

Based on 13F filing dates vs. subsequent DDEC price moves, WORLD EQUITY GROUP, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DDEC relative to SPY over the holding period was +235.1%.

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