Koss-Olinger Consulting, LLC GVI — ISHARES TR

Ownership history in Koss-Olinger Consulting, LLC  ·  8 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported ISHARES TR (GVI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.25% in 2024 Q4. The latest visible filing shows GVI at 1.35% 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 GVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koss-Olinger Consulting, 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

GVI was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.25% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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.

GVI stock page Koss-Olinger Consulting, LLC fund profile Koss-Olinger Consulting, LLC full holdings
How Koss-Olinger Consulting, LLC held GVI — position size vs. price
% of Fund (quarterly)    GVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 151,117 -118,153 -43.9% 1.35% $16.1M 2026-05-07 $105.94
2025 Q4 ADDED — — — 269,270 +43,732 +19.4% 2.24% $28.9M 2026-02-10 $106.29
2025 Q3 REDUCED — — — 225,538 -834 -0.4% 1.99% $24.1M 2025-10-20 $105.37
2025 Q2 REDUCED 9.1% +1.4% ❌ 226,372 -22,594 -9.1% 1.98% $24.2M 2025-08-01 $103.66
2025 Q1 ADDED — — — 248,966 +2,840 +1.2% 2.22% $26.4M 2025-05-12 $101.30
2024 Q4 ADDED — — — 246,126 +8,477 +3.6% 2.25% $25.7M 2025-02-11 $99.63
2024 Q3 ADDED — — — 237,649 +5,961 +2.6% 2.21% $25.5M 2024-10-21 $99.48
2024 Q2 INITIATED — — — 231,688 — — 2.22% $24.0M 2024-08-06 $99.19

🏢 Other funds also holding GVI

As of 2026 Q1 — sorted by position size

HORIZON BANCORP INC /IN/ 3Y 7Y 15.31% SOUTHERN MICHIGAN BANK & TRUST 11.52% D L CARLSON INVESTMENT GROUP INC 3Y 7Y 9.32% GERMAN AMERICAN BANCORP, INC. 3Y 7Y 8.13% MERIDIAN MANAGEMENT CO 3Y 7Y 6.11% EASTERN BANK 3Y 7Y 5.02% Choate Investment Advisors 3Y 7Y 4.6% TCV Trust & Wealth Management, Inc. 3Y 7Y 4.14% OARSMAN CAPITAL, INC. 3Y 7Y 3.8% MAIMON WEALTH MANAGEMENT LTD. 3.78%

FAQ About Koss-Olinger Consulting, LLC and GVI

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

How long has Koss-Olinger Consulting, LLC reported owning GVI?

Koss-Olinger Consulting, LLC reported GVI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported GVI position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for GVI was 2.25% in 2024 Q4.

What is the latest reported GVI position on this page?

The most recent filing on this page is 2026 Q1, when Koss-Olinger Consulting, LLC reported 151,117 shares, equal to 1.35% of portfolio, with an estimated market value of $16.1M.

What does the chart on this GVI ownership page compare?

The chart compares Koss-Olinger Consulting, LLC's quarterly GVI 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 Koss-Olinger Consulting, LLC time their GVI position?

Based on 13F filing dates vs. subsequent GVI price moves, Koss-Olinger Consulting, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on GVI relative to SPY over the holding period was -15.4%.

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