HARBOR INVESTMENT ADVISORY, LLC SOUN — SOUNDHOUND AI INC CLASS A COM

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  10 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported SOUNDHOUND AI INC CLASS A COM (SOUN) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows SOUN 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 SOUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR INVESTMENT ADVISORY, LLC's position in SOUNDHOUND AI INC CLASS A COM, 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 Q2

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

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

SOUN stock page HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held SOUN — position size vs. price
% of Fund (quarterly)    SOUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 20,550 -1,000 -4.6% 0.01% $133K 2026-07-07 $6.64
2026 Q1 ADDED — — — 21,550 +5,000 +30.2% 0.01% $148K 2026-04-23 $7.82
2025 Q4 UNCHANGED — — — 16,550 — 0% 0.01% $165K 2026-01-07 $11.06
2025 Q3 ADDED — — — 16,550 +2,050 +14.1% 0.02% $266K 2025-10-27 $18.33
2025 Q2 ADDED — — — 14,500 +6,950 +92.1% 0.01% $156K 2025-07-01 $10.48
2025 Q1 ADDED — — — 7,550 +6,000 +387.1% 0.01% $61K 2025-04-09 $8.83
2024 Q4 ADDED — — — 1,550 +150 +10.7% 0.00% $31K 2025-01-16 $13.97
2024 Q3 REDUCED 20.0% +386.7% ❌ 1,400 -350 -20.0% 0.00% $7K 2024-10-04 $4.69
2024 Q2 UNCHANGED — — — 1,750 — 0% 0.00% $7K 2024-07-19 $4.93
2024 Q1 INITIATED — — — 1,750 — — 0.00% $10K 2024-04-12 $4.38

🏢 Other funds also holding SOUN

As of 2026 Q2 — sorted by position size

One Wealth Management Investment & Advisory Services, LLC 0.28% BIRCH FINANCIAL GROUP, LLC 0.28% IFC & Insurance Marketing, Inc. 0.24% KERR FINANCIAL PLANNING Corp 0.12% M.E. ALLISON & CO., INC. 0.07% Accel Wealth Management 3Y 0.07% Kessler Investment Group, LLC 3Y 7Y 0.04% Alliance Wealth Advisors, LLC 3Y 0.03% TTP Investments, Inc. 3Y 7Y 0.03% LifeSteps Financial, Inc. 3Y 0.02%

FAQ About HARBOR INVESTMENT ADVISORY, LLC and SOUN

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

How long has HARBOR INVESTMENT ADVISORY, LLC reported owning SOUN?

HARBOR INVESTMENT ADVISORY, LLC reported SOUN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SOUN position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for SOUN was 0.02% in 2025 Q3.

What is the latest reported SOUN position on this page?

The most recent filing on this page is 2026 Q2, when HARBOR INVESTMENT ADVISORY, LLC reported 20,550 shares, equal to 0.01% of portfolio, with an estimated market value of $133K.

What does the chart on this SOUN ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, LLC's quarterly SOUN 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 HARBOR INVESTMENT ADVISORY, LLC time their SOUN position?

Based on 13F filing dates vs. subsequent SOUN price moves, HARBOR INVESTMENT ADVISORY, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SOUN relative to SPY over the holding period was +0.4%.

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