Baugh & Associates, LLC SVC — SERVICE PPTYS TR

Ownership history in Baugh & Associates, LLC  ·  28 quarters on record

AI Ownership Summary

Baugh & Associates, LLC reported SERVICE PPTYS TR (SVC) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.08% in 2024 Q1. The latest visible filing shows SVC at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SVC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baugh & Associates, LLC's position in SERVICE PPTYS 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
2026 Q2

SVC was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

SVC stock page Baugh & Associates, LLC fund profile Baugh & Associates, LLC full holdings
How Baugh & Associates, LLC held SVC — position size vs. price
% of Fund (quarterly)    SVC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 177,810 -13,661 -7.1% 0.13% $300K 2026-07-13 $8.86
2026 Q1 REDUCED — — — 191,471 -2,296 -1.2% 0.11% $259K 2026-04-16 $6.85
2025 Q4 REDUCED 19.4% -25.7% ✅ 193,767 -46,550 -19.4% 0.16% $331K 2026-01-14 $10.38
2025 Q3 REDUCED — — — 240,317 -8,846 -3.6% 0.30% $609K 2025-10-27 $11.32
2025 Q2 REDUCED 6.8% +12.1% ❌ 249,163 -18,304 -6.8% 0.29% $558K 2025-07-11 $13.83
2025 Q1 REDUCED — — — 267,467 -2,343 -0.9% 0.34% $679K 2025-04-23 $8.73
2024 Q4 REDUCED 6.2% +3.2% ❌ 269,810 -17,786 -6.2% 0.35% $672K 2025-01-16 $12.39
2024 Q3 REDUCED — — — 287,596 -6,207 -2.1% 0.66% $1.3M 2024-10-31 $15.55
2024 Q2 REDUCED — — — 293,803 -5,928 -2.0% 0.80% $1.5M 2024-07-12 $25.33
2024 Q1 REDUCED — — — 299,731 -2,364 -0.8% 1.08% $2.0M 2024-04-16 $28.67
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SVC

As of 2026 Q2 — sorted by position size

Smith Asset Management Co., LLC 0.02% FAMILY WEALTH PARTNERS, LLC 0.01% Cedar Mountain Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Baugh & Associates, LLC and SVC

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

How long has Baugh & Associates, LLC reported owning SVC?

Baugh & Associates, LLC reported SVC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SVC position in Baugh & Associates, LLC's portfolio?

The largest reported portfolio weight for SVC was 1.08% in 2024 Q1.

What is the latest reported SVC position on this page?

The most recent filing on this page is 2026 Q2, when Baugh & Associates, LLC reported 177,810 shares, equal to 0.13% of portfolio, with an estimated market value of $300K.

What does the chart on this SVC ownership page compare?

The chart compares Baugh & Associates, LLC's quarterly SVC 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 Baugh & Associates, LLC time their SVC position?

Based on 13F filing dates vs. subsequent SVC price moves, Baugh & Associates, LLC correctly timed 14 out of 27 reported position changes (52%). The annualised alpha on SVC relative to SPY over the holding period was -39.4%.

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