DMKC Advisory Services, LLC ECG EVERUS CONSTR GROUP

Ownership history in DMKC Advisory Services, LLC  ·  5 quarters on record

AI Ownership Summary

DMKC Advisory Services, LLC reported EVERUS CONSTR GROUP (ECG) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q1. The latest visible filing shows ECG at 0.12% 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 ECG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DMKC Advisory Services, LLC's position in EVERUS CONSTR GROUP, 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

ECG was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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 DMKC Advisory Services, LLC held ECG — position size vs. price
% of Fund (quarterly)    ECG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 3,762 0% 0.12% $624K 2026-07-07 $133.43
2026 Q1 UNCHANGED 3,762 0% 0.18% $444K 2026-05-04 $150.93
2025 Q4 ADDED 3,762 +150 +4.2% 0.14% $322K 2026-01-30 $88.49
2025 Q3 REDUCED 20.0% +3.6% 3,612 -904 -20.0% 0.16% $310K 2025-10-21 $90.21
2025 Q2 INITIATED 4,516 0.16% $313K 2025-07-21 $68.81

FAQ About DMKC Advisory Services, LLC and ECG

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

How long has DMKC Advisory Services, LLC reported owning ECG?

DMKC Advisory Services, LLC reported ECG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ECG position in DMKC Advisory Services, LLC's portfolio?

The largest reported portfolio weight for ECG was 0.18% in 2026 Q1.

What is the latest reported ECG position on this page?

The most recent filing on this page is 2026 Q2, when DMKC Advisory Services, LLC reported 3,762 shares, equal to 0.12% of portfolio, with an estimated market value of $624K.

What does the chart on this ECG ownership page compare?

The chart compares DMKC Advisory Services, LLC's quarterly ECG 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 DMKC Advisory Services, LLC time their ECG position?

Based on 13F filing dates vs. subsequent ECG price moves, DMKC Advisory Services, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ECG relative to SPY over the holding period was +63.6%.

← Back to DMKC Advisory Services, LLC Holdings