Quattro Advisors LLC PRVS β€” PARNASSUS INCOME FDS

Ownership history in Quattro Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

Quattro Advisors LLC reported PARNASSUS INCOME FDS (PRVS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2026 Q1. The latest visible filing shows PRVS at 0.81% 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 PRVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quattro Advisors LLC's position in PARNASSUS INCOME FDS, 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

PRVS was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% 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 Quattro Advisors LLC held PRVS β€” position size vs. price
% of Fund (quarterly)    PRVS 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 ADDED β€” β€” β€” 34,051 +30,870 +970.4% 0.81% $938K 2026-05-15 $30.22
2025 Q4 INITIATED β€” β€” β€” 3,181 β€” β€” 0.07% $89K 2026-02-13 $28.90

FAQ About Quattro Advisors LLC and PRVS

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

How long has Quattro Advisors LLC reported owning PRVS?

Quattro Advisors LLC reported PRVS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported PRVS position in Quattro Advisors LLC's portfolio?

The largest reported portfolio weight for PRVS was 0.81% in 2026 Q1.

What is the latest reported PRVS position on this page?

The most recent filing on this page is 2026 Q1, when Quattro Advisors LLC reported 34,051 shares, equal to 0.81% of portfolio, with an estimated market value of $938K.

What does the chart on this PRVS ownership page compare?

The chart compares Quattro Advisors LLC's quarterly PRVS 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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