Financial Network Wealth Advisors LLC HGER HARBOR COMM ALL WEATHR STRTGY ETF

Ownership history in Financial Network Wealth Advisors LLC  ·  8 quarters on record

AI Ownership Summary

Financial Network Wealth Advisors LLC reported HARBOR COMM ALL WEATHR STRTGY ETF (HGER) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.54% in 2025 Q4. The latest visible filing shows HGER at 0.52% 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 HGER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Network Wealth Advisors LLC's position in HARBOR COMM ALL WEATHR STRTGY ETF, 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

HGER was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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 Financial Network Wealth Advisors LLC held HGER — position size vs. price
% of Fund (quarterly)    HGER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,315 -4,382 -21.2% 0.52% $506K 2026-05-14 $32.93
2025 Q4 ADDED 20,697 +11,658 +129.0% 0.54% $514K 2026-02-13 $26.93
2025 Q3 ADDED 9,039 +8,945 +9516.0% 0.26% $233K 2025-10-27 $24.58
2025 Q2 REDUCED 98.4% +6.4% 94 -5,736 -98.4% 0.00% $2K 2025-08-14 $22.73
2025 Q1 ADDED 5,830 +4,053 +228.1% 0.18% $140K 2025-05-13 $22.48
2024 Q4 REDUCED 78.5% +8.7% 1,777 -6,484 -78.5% 0.07% $39K 2025-02-14 $22.08
2024 Q3 REDUCED 8,261 -318 -3.7% 0.15% $187K 2024-11-15 $20.00
2024 Q2 INITIATED 8,579 0.14% $193K 2024-08-14 $19.77

FAQ About Financial Network Wealth Advisors LLC and HGER

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

How long has Financial Network Wealth Advisors LLC reported owning HGER?

Financial Network Wealth Advisors LLC reported HGER across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HGER position in Financial Network Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for HGER was 0.54% in 2025 Q4.

What is the latest reported HGER position on this page?

The most recent filing on this page is 2026 Q1, when Financial Network Wealth Advisors LLC reported 16,315 shares, equal to 0.52% of portfolio, with an estimated market value of $506K.

What does the chart on this HGER ownership page compare?

The chart compares Financial Network Wealth Advisors LLC's quarterly HGER 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 Financial Network Wealth Advisors LLC time their HGER position?

Based on 13F filing dates vs. subsequent HGER price moves, Financial Network Wealth Advisors LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on HGER relative to SPY over the holding period was +10.2%.

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