Intelligence Driven Advisers, LLC TFLO — ISHARES TR

Ownership history in Intelligence Driven Advisers, LLC  ·  9 quarters on record

AI Ownership Summary

Intelligence Driven Advisers, LLC reported ISHARES TR (TFLO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q2. The latest visible filing shows TFLO at 0.15% 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 TFLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intelligence Driven Advisers, 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 Q1

TFLO was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q2

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 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.

TFLO stock page Intelligence Driven Advisers, LLC fund profile Intelligence Driven Advisers, LLC full holdings
How Intelligence Driven Advisers, LLC held TFLO — position size vs. price
% of Fund (quarterly)    TFLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 17,044 +6,944 +68.8% 0.15% $863K 2026-05-15 $50.40
2025 Q4 REDUCED 32.6% +0.9% ❌ 10,100 -4,882 -32.6% 0.07% $510K 2026-01-23 $49.86
2025 Q3 ADDED — — — 14,982 +441 +3.0% 0.11% $758K 2025-11-10 $49.41
2025 Q2 REDUCED 5.1% +1.0% ❌ 14,541 -780 -5.1% 0.11% $737K 2025-07-09 $48.76
2025 Q1 ADDED — — — 15,321 +144 +0.9% 0.15% $776K 2025-04-25 $48.34
2024 Q4 REDUCED 17.5% +1.1% ❌ 15,177 -3,210 -17.5% 0.14% $766K 2025-01-30 $47.86
2024 Q3 REDUCED 31.2% +1.3% ❌ 18,387 -8,333 -31.2% 0.13% $930K 2024-11-06 $47.32
2024 Q2 ADDED — — — 26,720 +2,896 +12.2% 0.19% $1.4M 2024-08-05 $46.72
2024 Q1 INITIATED — — — 23,824 — — 0.18% $1.2M 2024-05-01 $46.14

🏢 Other funds also holding TFLO

As of 2026 Q1 — sorted by position size

Omnitrust Wealth Management, Inc 40.6% Luminist Capital LLC 29.94% Stash Investments, LLC 17.81% J2 Capital Management Inc 3Y 16.79% MOULTON WEALTH MANAGEMENT, INC 3Y 15.87% Price Capital Management, Inc. 3Y 7Y 14.37% Walker Financial Services, Inc. 13.45% Northwest Quadrant Wealth Management, LLC 3Y 7Y 11.95% Financial Advisory Corp 10.51% St. Louis Financial Planners Asset Management, LLC 3Y 10.34%

FAQ About Intelligence Driven Advisers, LLC and TFLO

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

How long has Intelligence Driven Advisers, LLC reported owning TFLO?

Intelligence Driven Advisers, LLC reported TFLO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TFLO position in Intelligence Driven Advisers, LLC's portfolio?

The largest reported portfolio weight for TFLO was 0.19% in 2024 Q2.

What is the latest reported TFLO position on this page?

The most recent filing on this page is 2026 Q1, when Intelligence Driven Advisers, LLC reported 17,044 shares, equal to 0.15% of portfolio, with an estimated market value of $863K.

What does the chart on this TFLO ownership page compare?

The chart compares Intelligence Driven Advisers, LLC's quarterly TFLO 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 Intelligence Driven Advisers, LLC time their TFLO position?

Based on 13F filing dates vs. subsequent TFLO price moves, Intelligence Driven Advisers, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on TFLO relative to SPY over the holding period was -14.8%.

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