DOMINI IMPACT INVESTMENTS LLC XYZ — Square, Inc.

Ownership history in DOMINI IMPACT INVESTMENTS LLC  ·  11 quarters on record

AI Ownership Summary

DOMINI IMPACT INVESTMENTS LLC reported Square, Inc. (XYZ) in 11 quarterly 13F filings .

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 XYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DOMINI IMPACT INVESTMENTS LLC's position in Square, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
11 quarters

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.

XYZ stock page DOMINI IMPACT INVESTMENTS LLC fund profile DOMINI IMPACT INVESTMENTS LLC full holdings
How DOMINI IMPACT INVESTMENTS LLC held XYZ — position size vs. price
% of Fund (quarterly)    XYZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XYZ

As of 2026 Q3 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 0.1% Versant Capital Management, Inc 3Y 7Y 0.05% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.04% Noble Wealth Management PBC 0.03% GoalVest Advisory LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Planning Strategies Inc. 0.0% Central Pacific Bank - Trust Division 0.0% Rosenberg Matthew Hamilton 3Y 0.0%

FAQ About DOMINI IMPACT INVESTMENTS LLC and XYZ

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

How long has DOMINI IMPACT INVESTMENTS LLC reported owning XYZ?

DOMINI IMPACT INVESTMENTS LLC reported XYZ across 0 quarterly 13F filings.

What was the largest reported XYZ position in DOMINI IMPACT INVESTMENTS LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for XYZ in DOMINI IMPACT INVESTMENTS LLC.

What is the latest reported XYZ position on this page?

The most recent filing on this page is 2019 Q4, when DOMINI IMPACT INVESTMENTS LLC reported 6,444 shares, equal to 5.31% of portfolio, with an estimated market value of $403K.

What does the chart on this XYZ ownership page compare?

The chart compares DOMINI IMPACT INVESTMENTS LLC's quarterly XYZ 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 DOMINI IMPACT INVESTMENTS LLC time their XYZ position?

Based on 13F filing dates vs. subsequent XYZ price moves, DOMINI IMPACT INVESTMENTS LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on XYZ relative to SPY over the holding period was +20.0%.

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