Ownership history in Grey Ledge Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Grey Ledge Advisors, LLC reported a position in HARBOR ETF TRUST (OSEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Grey Ledge Advisors, LLC outperformed the S&P 500 by +0.3% annually on this OSEA position. Timing score: 100% (4/4 decisions correct). Average cost basis: $27.26. Maximum drawdown during holding period: β0.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $25.53 (2024 Q4) Β· Worst: $29.20 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Grey Ledge Advisors, LLC has been actively increasing its OSEA allocation β a bullish signal from insiders.
Currently 2.86% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size