MSOS β€” ADVISORSHARES TR

Ownership history in K.J. Harrison & Partners Inc  Β·  16 quarters on record

AI Ownership Summary

K.J. Harrison & Partners Inc reported ADVISORSHARES TR (MSOS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.25% in 2024 Q1. The latest visible filing shows MSOS at 0.07% 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 MSOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was K.J. Harrison & Partners Inc's position in ADVISORSHARES TR, 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 Q3

MSOS was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 2025 Q3

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 K.J. Harrison & Partners Inc held MSOS β€” position size vs. price
% of Fund (quarterly)    MSOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 95,962 -142,975 -59.8% 0.07% $503K 2025-11-12 $4.32
2024 Q4 ADDED 238,937 +90,000 +60.4% 0.15% $975K 2025-02-05 $3.73
2024 Q3 REDUCED 148,937 -30 -0.0% 0.16% $1.1M 2024-10-25 $7.59
2024 Q2 REDUCED 148,967 -12,910 -8.0% 0.18% $1.1M 2024-07-26 $7.56
2024 Q1 ADDED 161,877 +20,050 +14.1% 0.25% $1.6M 2024-04-26 $8.78
2023 Q4 ADDED 141,827 +160 +0.1% 0.17% $994K 2024-02-02 $10.21
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MSOS

As of 2026 Q1 β€” sorted by position size

Vigilare Wealth Management 3Y 0.05%

FAQ About K.J. Harrison & Partners Inc and MSOS

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

How long has K.J. Harrison & Partners Inc reported owning MSOS?

K.J. Harrison & Partners Inc reported MSOS across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MSOS position in K.J. Harrison & Partners Inc's portfolio?

The largest reported portfolio weight for MSOS was 0.25% in 2024 Q1.

What is the latest reported MSOS position on this page?

The most recent filing on this page is 2025 Q3, when K.J. Harrison & Partners Inc reported 95,962 shares, equal to 0.07% of portfolio, with an estimated market value of $503K.

What does the chart on this MSOS ownership page compare?

The chart compares K.J. Harrison & Partners Inc's quarterly MSOS 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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