HQH β€” ABRDN HEALTHCARE INVESTORS

Ownership history in Abel Hall, LLC  Β·  3 quarters on record

AI Ownership Summary

Abel Hall, LLC reported ABRDN HEALTHCARE INVESTORS (HQH) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.25% in 2025 Q3. The latest visible filing shows HQH at 0.15% 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 HQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abel Hall, LLC's position in ABRDN HEALTHCARE INVESTORS, 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

HQH was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 Q2 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 Abel Hall, LLC held HQH β€” position size vs. price
% of Fund (quarterly)    HQH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 33,000 β€” 0% 0.15% $625K 2026-02-14 (Est.) $19.28
2025 Q3 UNCHANGED 33,000 β€” 0% 0.25% $609K 2025-11-17 $17.79
2025 Q2 INITIATED 33,000 β€” β€” 0.24% $511K 2025-07-23 $14.71

FAQ About Abel Hall, LLC and HQH

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

How long has Abel Hall, LLC reported owning HQH?

Abel Hall, LLC reported HQH across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported HQH position in Abel Hall, LLC's portfolio?

The largest reported portfolio weight for HQH was 0.25% in 2025 Q3.

What is the latest reported HQH position on this page?

The most recent filing on this page is 2025 Q4, when Abel Hall, LLC reported 33,000 shares, equal to 0.15% of portfolio, with an estimated market value of $625K.

What does the chart on this HQH ownership page compare?

The chart compares Abel Hall, LLC's quarterly HQH 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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