SEC 13F Intelligence

Donoghue Forlines LLC / NEAR

Donoghue Forlines LLC’s Ishares U S Etf Tr Position

Does Donoghue Forlines LLC own Ishares U S Etf Tr (NEAR)? Not currently — the last reported position was 103.8K shares worth $5M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2020
Shares
103.8K
% of Portfolio
+1.01%
Quarters Held
9
position exited

Position History NEAR

Reported value by quarter
Q4 ’18: $56MQ4 ’18Q1 ’19: $143MQ2 ’19: $105MQ2 ’19Q3 ’19: $106MQ4 ’19: $73MQ4 ’19Q1 ’20: $27MQ2 ’20: $13MQ2 ’20Q3 ’20: $12MQ4 ’20: $5MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2020103.8K$5M+1.01%
Q3 2020237.8K$12M+3.27%
Q2 2020261.9K$13M+3.42%
Q1 2020567.0K$27M+6.20%
Q4 20191.46M$73M+11.34%
Q3 20192.10M$106M+15.06%
Q2 20192.09M$105M+12.31%
Q1 20192.84M$143M+14.18%
Q4 20181.12M$56M+5.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Donoghue Forlines LLC’s full portfolio or all institutional holders of NEAR.