Brendel Financial Advisors LLC LOGI β€” LOGITECH INTL S A

Ownership history in Brendel Financial Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

Brendel Financial Advisors LLC reported LOGITECH INTL S A (LOGI) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.34% in 2026 Q2. The latest visible filing shows LOGI at 1.34% 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 LOGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brendel Financial Advisors LLC's position in LOGITECH INTL S A, 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

LOGI was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% 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 Q2 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 Brendel Financial Advisors LLC held LOGI β€” position size vs. price
% of Fund (quarterly)    LOGI 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 Q2 ADDED β€” β€” β€” 30,775 +30,316 +6604.8% 1.34% $2.9M 2026-07-31 $102.48
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Brendel Financial Advisors LLC and LOGI

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

How long has Brendel Financial Advisors LLC reported owning LOGI?

Brendel Financial Advisors LLC reported LOGI across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported LOGI position in Brendel Financial Advisors LLC's portfolio?

The largest reported portfolio weight for LOGI was 1.34% in 2026 Q2.

What is the latest reported LOGI position on this page?

The most recent filing on this page is 2026 Q2, when Brendel Financial Advisors LLC reported 30,775 shares, equal to 1.34% of portfolio, with an estimated market value of $2.9M.

What does the chart on this LOGI ownership page compare?

The chart compares Brendel Financial Advisors LLC's quarterly LOGI 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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