ECLECTIC ASSOCIATES INC /ADV HIO — WESTERN ASSET HIGH INCOME OP

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  1 quarter on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported WESTERN ASSET HIGH INCOME OP (HIO) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows HIO at 0.01% 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 HIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV's position in WESTERN ASSET HIGH INCOME OP, 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 Q3

HIO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 ECLECTIC ASSOCIATES INC /ADV held HIO — position size vs. price
% of Fund (quarterly)    HIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 14,070 — — 0.01% $46K 2026-10-09 $3.27

🏢 Other funds also holding HIO

As of 2026 Q3 — sorted by position size

GILPIN WEALTH MANAGEMENT, LLC 0.01% EASTERN BANK 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About ECLECTIC ASSOCIATES INC /ADV and HIO

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning HIO?

ECLECTIC ASSOCIATES INC /ADV reported HIO across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported HIO position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for HIO was 0.01% in 2026 Q3.

What is the latest reported HIO position on this page?

The most recent filing on this page is 2026 Q3, when ECLECTIC ASSOCIATES INC /ADV reported 14,070 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this HIO ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly HIO 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.

← Back to ECLECTIC ASSOCIATES INC /ADV Holdings