Coston, McIsaac & Partners TILVX TIAA-CREF LARGE-CAP VALUE IDX INST

Ownership history in Coston, McIsaac & Partners  ·  15 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported TIAA-CREF LARGE-CAP VALUE IDX INST (TILVX) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows TILVX at 0.03% 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 TILVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in TIAA-CREF LARGE-CAP VALUE IDX INST, 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 Q1

TILVX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2023 Q4 to 2026 Q1

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 Coston, McIsaac & Partners held TILVX — position size vs. price
% of Fund (quarterly)    TILVX 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 Q1 UNCHANGED 4,708 0% 0.03% $134K 2026-04-22 $30.27
2025 Q4 UNCHANGED 4,708 0% 0.03% $131K 2026-02-03 $29.54
2025 Q3 UNCHANGED 4,708 0% 0.03% $134K 2025-11-05 $27.03
2025 Q2 UNCHANGED 4,708 0% 0.03% $127K 2025-08-12 $26.01
2025 Q1 UNCHANGED 4,708 0% 0.04% $123K 2025-05-13 $24.75
2024 Q4 UNCHANGED 4,708 0% 0.04% $120K 2025-01-23 $25.33
2024 Q3 UNCHANGED 4,708 0% 0.04% $126K 2024-10-22 $24.85
2024 Q2 UNCHANGED 4,708 0% 0.04% $115K 2024-07-31 $23.69
2024 Q1 UNCHANGED 4,708 0% 0.04% $118K 2024-04-17 $21.79
2023 Q4 UNCHANGED 4,708 0% 0.04% $108K 2024-01-23 $21.09
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TILVX

As of 2026 Q1 — sorted by position size

FULTON BANK, N.A. 3Y 7Y 1.09% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.11%

FAQ About Coston, McIsaac & Partners and TILVX

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

How long has Coston, McIsaac & Partners reported owning TILVX?

Coston, McIsaac & Partners reported TILVX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TILVX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for TILVX was 0.04% in 2024 Q1.

What is the latest reported TILVX position on this page?

The most recent filing on this page is 2026 Q1, when Coston, McIsaac & Partners reported 4,708 shares, equal to 0.03% of portfolio, with an estimated market value of $134K.

What does the chart on this TILVX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly TILVX 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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