OSEA β€” HARBOR ETF TRUST

Ownership history in CRA Financial Services, LLC  Β·  7 quarters on record

AI Ownership Summary

CRA Financial Services, LLC reported HARBOR ETF TRUST (OSEA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows OSEA at 0.05% 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 OSEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRA Financial Services, LLC's position in HARBOR ETF TRUST, 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

OSEA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

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 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 CRA Financial Services, LLC held OSEA β€” position size vs. price
% of Fund (quarterly)    OSEA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 14,580 -1,217 -7.7% 0.05% $422K 2026-04-09 $30.40
2025 Q4 UNCHANGED 15,797 β€” 0% 0.06% $478K 2026-01-16 $30.70
2025 Q3 UNCHANGED 15,797 β€” 0% 0.06% $467K 2025-10-16 $29.93
2025 Q2 UNCHANGED 15,797 β€” 0% 0.07% $462K 2025-07-14 $28.68
2025 Q1 UNCHANGED 15,797 β€” 0% 0.07% $419K 2025-04-16 $25.51
2024 Q4 REDUCED 15,797 -430 -2.6% 0.07% $408K 2025-01-31 $26.66
2024 Q3 INITIATED 16,227 β€” β€” 0.09% $469K 2024-10-10 $27.76

🏒 Other funds also holding OSEA

As of 2026 Q1 β€” sorted by position size

KWB Wealth 3Y 0.3% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.14%

FAQ About CRA Financial Services, LLC and OSEA

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

How long has CRA Financial Services, LLC reported owning OSEA?

CRA Financial Services, LLC reported OSEA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported OSEA position in CRA Financial Services, LLC's portfolio?

The largest reported portfolio weight for OSEA was 0.09% in 2024 Q3.

What is the latest reported OSEA position on this page?

The most recent filing on this page is 2026 Q1, when CRA Financial Services, LLC reported 14,580 shares, equal to 0.05% of portfolio, with an estimated market value of $422K.

What does the chart on this OSEA ownership page compare?

The chart compares CRA Financial Services, LLC's quarterly OSEA 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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