Verus Advisory, Inc. JSTC β€” TIKAL TRUST I

Ownership history in Verus Advisory, Inc.  Β·  2 quarters on record

AI Ownership Summary

Verus Advisory, Inc. reported TIKAL TRUST I (JSTC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 12.5% in 2026 Q1. The latest visible filing shows JSTC at 12.50% 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 JSTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Verus Advisory, Inc.'s position in TIKAL TRUST I, 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

JSTC was reported at 12.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.5% 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 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 Verus Advisory, Inc. held JSTC β€” position size vs. price
% of Fund (quarterly)    JSTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” β€” -24,224 -100.0% 12.50% $1 2026-06-05 $21.98
2025 Q4 INITIATED β€” β€” β€” 24,224 β€” β€” 0.32% $493K 2026-02-20 $20.91

FAQ About Verus Advisory, Inc. and JSTC

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

How long has Verus Advisory, Inc. reported owning JSTC?

Verus Advisory, Inc. reported JSTC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JSTC position in Verus Advisory, Inc.'s portfolio?

The largest reported portfolio weight for JSTC was 12.50% in 2026 Q1.

What is the latest reported JSTC position on this page?

The latest section of the table and chart shows the most recent reported JSTC position for Verus Advisory, Inc..

What does the chart on this JSTC ownership page compare?

The chart compares Verus Advisory, Inc.'s quarterly JSTC 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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