Cedar Mountain Advisors, LLC TIP ISHARES TR

Ownership history in Cedar Mountain Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Cedar Mountain Advisors, LLC reported ISHARES TR (TIP) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows TIP at 0.00% 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 TIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Mountain Advisors, LLC's position in ISHARES 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

TIP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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.

How Cedar Mountain Advisors, LLC held TIP — position size vs. price
% of Fund (quarterly)    TIP 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 ADDED 57 +1 +1.8% 0.00% $6K 2026-07-02 $108.33
2026 Q1 UNCHANGED 56 0% 0.00% $6K 2026-04-30 $108.66
2025 Q4 UNCHANGED 56 0% 0.00% $6K 2026-02-11 $107.93
2025 Q3 ADDED 56 +1 +1.8% 0.00% $6K 2025-10-24 $108.06
2025 Q2 ADDED 55 +1 +1.9% 0.00% $6K 2025-07-22 $105.39
2025 Q1 REDUCED 54 -1 -1.8% 0.00% $6K 2025-04-14 $102.75
2024 Q4 UNCHANGED 55 0% 0.00% $6K 2025-01-21 $100.94
2024 Q3 UNCHANGED 55 0% 0.00% $6K 2024-10-15 $102.62
2024 Q2 ADDED 55 +1 +1.9% 0.00% $6K 2024-07-11 $100.31
2024 Q1 UNCHANGED 54 0% 0.00% $6K 2024-04-16 $96.74
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cedar Mountain Advisors, LLC and TIP

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

How long has Cedar Mountain Advisors, LLC reported owning TIP?

Cedar Mountain Advisors, LLC reported TIP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TIP position in Cedar Mountain Advisors, LLC's portfolio?

The largest reported portfolio weight for TIP was 0.00% in 2024 Q1.

What is the latest reported TIP position on this page?

The most recent filing on this page is 2026 Q2, when Cedar Mountain Advisors, LLC reported 57 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this TIP ownership page compare?

The chart compares Cedar Mountain Advisors, LLC's quarterly TIP 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 Cedar Mountain Advisors, LLC time their TIP position?

Based on 13F filing dates vs. subsequent TIP price moves, Cedar Mountain Advisors, LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on TIP relative to SPY over the holding period was -10.8%.

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