Harfst & Associates, Inc. V Visa Inc Cl A

Ownership history in Harfst & Associates, Inc.  ·  44 quarters on record

AI Ownership Summary

Harfst & Associates, Inc. reported Visa Inc Cl A (V) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.34% in 2024 Q1. The latest visible filing shows V at 0.48% 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 V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harfst & Associates, Inc.'s position in Visa Inc Cl A, 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

V was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 Harfst & Associates, Inc. held V — position size vs. price
% of Fund (quarterly)    V 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 Q1 ADDED 8,956 +240 +2.8% 0.48% $2.7M 2026-05-13 $320.34
2025 Q4 REDUCED 8,716 -181 -2.0% 0.55% $3.1M 2026-02-10 $327.49
2025 Q3 ADDED 8,897 +4 +0.0% 0.56% $3.0M 2025-10-23 $343.85
2025 Q2 REDUCED 15.2% -4.0% 8,893 -1,593 -15.2% 0.65% $3.2M 2025-08-13 $340.46
2025 Q1 REDUCED 10,486 -472 -4.3% 0.85% $3.7M 2025-05-13 $353.35
2024 Q4 REDUCED 10,958 -2 -0.0% 0.72% $3.5M 2025-02-05 $345.55
2024 Q3 ADDED 10,960 +617 +6.0% 0.68% $3.0M 2024-10-18 $286.84
2024 Q2 ADDED 10,343 +157 +1.5% 0.63% $2.7M 2024-08-01 $261.94
2024 Q1 REDUCED 10.4% -5.5% 10,186 -1,184 -10.4% 1.34% $2.8M 2024-04-22 $267.75
2023 Q4 REDUCED 11,370 -201 -1.7% 0.78% $3.0M 2024-02-07 $274.18
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Harfst & Associates, Inc. and V

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

How long has Harfst & Associates, Inc. reported owning V?

Harfst & Associates, Inc. reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Harfst & Associates, Inc.'s portfolio?

The largest reported portfolio weight for V was 1.34% in 2024 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Harfst & Associates, Inc. reported 8,956 shares, equal to 0.48% of portfolio, with an estimated market value of $2.7M.

What does the chart on this V ownership page compare?

The chart compares Harfst & Associates, Inc.'s quarterly V 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 Harfst & Associates, Inc. time their V position?

Based on 13F filing dates vs. subsequent V price moves, Harfst & Associates, Inc. correctly timed 25 out of 43 reported position changes (58%). The annualised alpha on V relative to SPY over the holding period was +1.0%.

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