Walsh & Associates, LLC WINN β€” HARBOR LONG

Ownership history in Walsh & Associates, LLC  Β·  2 quarters on record

AI Ownership Summary

Walsh & Associates, LLC reported HARBOR LONG (WINN) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 1.43% in 2026 Q2. The latest visible filing shows WINN at 1.43% 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 WINN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Walsh & Associates, LLC's position in HARBOR LONG, 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 Q2

WINN was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Walsh & Associates, LLC held WINN β€” position size vs. price
% of Fund (quarterly)    WINN 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 Q2 ADDED β€” β€” β€” 54,015 +31,008 +134.8% 1.43% $1.8M 2026-07-21 $32.63
2026 Q1 INITIATED β€” β€” β€” 23,007 β€” β€” 0.71% $716K 2026-05-15 $32.51

FAQ About Walsh & Associates, LLC and WINN

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

How long has Walsh & Associates, LLC reported owning WINN?

Walsh & Associates, LLC reported WINN across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported WINN position in Walsh & Associates, LLC's portfolio?

The largest reported portfolio weight for WINN was 1.43% in 2026 Q2.

What is the latest reported WINN position on this page?

The most recent filing on this page is 2026 Q2, when Walsh & Associates, LLC reported 54,015 shares, equal to 1.43% of portfolio, with an estimated market value of $1.8M.

What does the chart on this WINN ownership page compare?

The chart compares Walsh & Associates, LLC's quarterly WINN 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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