Harold Davidson & Associates Inc. HOOD β€” ROBINHOOD MKTS INC

Ownership history in Harold Davidson & Associates Inc.  Β·  2 quarters on record

AI Ownership Summary

Harold Davidson & Associates Inc. reported ROBINHOOD MKTS INC (HOOD) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.76% in 2025 Q3. The latest visible filing shows HOOD at 0.62% 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 HOOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harold Davidson & Associates Inc.'s position in ROBINHOOD MKTS INC, 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
2025 Q4

HOOD was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 Harold Davidson & Associates Inc. held HOOD β€” position size vs. price
% of Fund (quarterly)    HOOD 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)
2025 Q4 ADDED β€” β€” β€” 12,331 +634 +5.4% 0.62% $1.4M 2026-02-11 $77.97
2025 Q3 INITIATED β€” β€” β€” 11,697 β€” β€” 0.76% $1.7M 2025-11-07 $130.36

FAQ About Harold Davidson & Associates Inc. and HOOD

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

How long has Harold Davidson & Associates Inc. reported owning HOOD?

Harold Davidson & Associates Inc. reported HOOD across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported HOOD position in Harold Davidson & Associates Inc.'s portfolio?

The largest reported portfolio weight for HOOD was 0.76% in 2025 Q3.

What is the latest reported HOOD position on this page?

The most recent filing on this page is 2025 Q4, when Harold Davidson & Associates Inc. reported 12,331 shares, equal to 0.62% of portfolio, with an estimated market value of $1.4M.

What does the chart on this HOOD ownership page compare?

The chart compares Harold Davidson & Associates Inc.'s quarterly HOOD 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.

← Back to Harold Davidson & Associates Inc. Holdings