Abound Wealth Management HASI — HA SUSTAINABLE INFRA CAP INC

Ownership history in Abound Wealth Management  ·  8 quarters on record

AI Ownership Summary

Abound Wealth Management reported HA SUSTAINABLE INFRA CAP INC (HASI) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows HASI at 0.00% 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 HASI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in HA SUSTAINABLE INFRA CAP 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
2026 Q2

HASI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q3 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.

HASI stock page Abound Wealth Management fund profile Abound Wealth Management full holdings
How Abound Wealth Management held HASI — position size vs. price
% of Fund (quarterly)    HASI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 79 — 0% 0.00% $3K 2026-07-10 $37.82
2026 Q1 UNCHANGED — — — 79 — 0% 0.00% $3K 2026-04-10 $38.49
2025 Q4 ADDED — — — 79 +1 +1.3% 0.00% $2K 2026-01-12 $33.46
2025 Q3 ADDED — — — 78 +72 +1200.0% 0.00% $2K 2025-10-10 $28.47
2025 Q2 REDUCED 25.0% +16.8% ❌ 6 -2 -25.0% 0.00% $162 2025-07-14 $25.82
2025 Q1 REDUCED 20.0% -6.8% ✅ 8 -2 -20.0% 0.00% $234 2025-04-17 $22.71
2024 Q4 ADDED — — — 10 +2 +25.0% 0.00% $269 2025-01-13 $24.46
2024 Q3 INITIATED — — — 8 — — 0.00% $276 2024-11-04 $32.53

🏢 Other funds also holding HASI

As of 2026 Q2 — sorted by position size

Pine Haven Investment Counsel, Inc 3Y 0.26% Colorado Capital Management, Inc. 3Y 7Y 0.14% Handelsbanken Fonder AB 3Y 7Y 0.1% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% SeaCrest Wealth Management, LLC 3Y 7Y 0.03% Chesley Taft & Associates LLC 3Y 7Y 0.02% GAMMA Investing LLC 0.01% Hilltop National Bank 0.0% Allied Private Wealth LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Abound Wealth Management and HASI

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

How long has Abound Wealth Management reported owning HASI?

Abound Wealth Management reported HASI across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported HASI position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for HASI was 0.00% in 2026 Q1.

What is the latest reported HASI position on this page?

The most recent filing on this page is 2026 Q2, when Abound Wealth Management reported 79 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this HASI ownership page compare?

The chart compares Abound Wealth Management's quarterly HASI 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.

How well did Abound Wealth Management time their HASI position?

Based on 13F filing dates vs. subsequent HASI price moves, Abound Wealth Management correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on HASI relative to SPY over the holding period was +422.5%.

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