FLRN β€” SPDR BLMBG BRCLYS INVT GR FLTG

Ownership history in HARBOR ADVISORY CORP /MA/  Β·  33 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported SPDR BLMBG BRCLYS INVT GR FLTG (FLRN) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.77% in 2023 Q3. The latest visible filing shows FLRN at 2.18% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in SPDR BLMBG BRCLYS INVT GR FLTG, 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
2025 Q4

FLRN was reported at 2.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.77% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

FLRN stock page HARBOR ADVISORY CORP /MA/ fund profile HARBOR ADVISORY CORP /MA/ full holdings
How HARBOR ADVISORY CORP /MA/ held FLRN β€” position size vs. price
% of Fund (quarterly)    FLRN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 235,000 -7,150 -3.0% 2.18% $7.2M 2026-02-14 (Est.) $30.69
2025 Q3 ADDED 242,150 +2,790 +1.2% 2.21% $7.5M 2025-11-12 $30.35
2025 Q2 REDUCED 239,360 -7,500 -3.0% 2.35% $7.4M 2025-08-12 $29.98
2025 Q1 REDUCED 246,860 -9,300 -3.6% 2.55% $7.6M 2025-05-13 $29.54
2024 Q4 REDUCED 256,160 -4,990 -1.9% 2.59% $7.9M 2025-01-29 $29.18
2024 Q3 ADDED 261,150 +4,500 +1.8% 2.63% $8.1M 2024-10-21 $28.75
2024 Q2 ADDED 256,650 +14,225 +5.9% 2.73% $7.9M 2024-07-25 $28.37
2024 Q1 UNCHANGED 242,425 β€” 0% 2.54% $7.5M 2024-04-29 $27.96
2023 Q4 REDUCED 242,425 -6,045 -2.4% 2.66% $7.4M 2024-02-05 $27.53
2023 Q3 REDUCED 248,470 -22,730 -8.4% 2.77% $7.6M 2023-10-27 $27.04
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FLRN

As of 2025 Q4 β€” sorted by position size

Curbstone Financial Management Corp 3Y 7Y 7.39% Ameliora Wealth Management Ltd. 3Y 5.93% Cannon Advisors, Inc. 4.96% MFA WEALTH ADVISORS, LLC 3Y 7Y 4.76% WESCAP Management Group, Inc. 3Y 7Y 4.51% MILESTONE ASSET MANAGEMENT, LLC 3Y 4.46% Alliance Wealth Management Group 3Y 7Y 4.21% Whitcomb & Hess, Inc. 3Y 3.64% Cornerstone Management, Inc. 3.61% Towercrest Capital Management 3Y 7Y 3.16%

FAQ About HARBOR ADVISORY CORP /MA/ and FLRN

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

How long has HARBOR ADVISORY CORP /MA/ reported owning FLRN?

HARBOR ADVISORY CORP /MA/ reported FLRN across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FLRN position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for FLRN was 2.77% in 2023 Q3.

What is the latest reported FLRN position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 235,000 shares, equal to 2.18% of portfolio, with an estimated market value of $7.2M.

What does the chart on this FLRN ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly FLRN 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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