SEC 13F Intelligence

Algorithmic Investment Models, LLC / BTAL

Algorithmic Investment Models, LLC’s Agf Invts Tr Position

Does Algorithmic Investment Models, LLC own Agf Invts Tr (BTAL)? Not currently — the last reported position was 133.2K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2024
Shares
133.2K
% of Portfolio
+1.90%
Quarters Held
6
position exited

Position History BTAL

Reported value by quarter
Q3 ’23: $1MQ3 ’23Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024133.2K$2M+1.90%
Q3 2024128.4K$3M+1.85%
Q2 202465.0K$1M+1.00%
Q1 202469.9K$1M+0.93%
Q4 202372.6K$1M+0.93%
Q3 202365.5K$1M+0.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algorithmic Investment Models, LLC’s full portfolio or all institutional holders of BTAL.