AdvisorShares Investments LLC HEINY β€” HEINEKEN NV-SPN ADR

Ownership history in AdvisorShares Investments LLC  Β·  4 quarters on record

AI Ownership Summary

AdvisorShares Investments LLC reported HEINEKEN NV-SPN ADR (HEINY) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows HEINY at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HEINY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorShares Investments LLC's position in HEINEKEN NV-SPN ADR, 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

HEINY was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2026 Q1 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 AdvisorShares Investments LLC held HEINY β€” position size vs. price
% of Fund (quarterly)    HEINY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 8,600 +5,330 +163.0% 0.06% $331K 2026-04-28 $38.98
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HEINY

As of 2026 Q2 β€” sorted by position size

GAMMA Investing LLC 0.01%

FAQ About AdvisorShares Investments LLC and HEINY

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

How long has AdvisorShares Investments LLC reported owning HEINY?

AdvisorShares Investments LLC reported HEINY across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported HEINY position in AdvisorShares Investments LLC's portfolio?

The largest reported portfolio weight for HEINY was 0.06% in 2026 Q1.

What is the latest reported HEINY position on this page?

The most recent filing on this page is 2026 Q1, when AdvisorShares Investments LLC reported 8,600 shares, equal to 0.06% of portfolio, with an estimated market value of $331K.

What does the chart on this HEINY ownership page compare?

The chart compares AdvisorShares Investments LLC's quarterly HEINY 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 AdvisorShares Investments LLC time their HEINY position?

Based on 13F filing dates vs. subsequent HEINY price moves, AdvisorShares Investments LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HEINY relative to SPY over the holding period was -40.6%.

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