ATHN β€” ATHENAHEALTH INC

Ownership history in Larson Financial Group LLC  Β·  2 quarters on record

AI Ownership Summary

Larson Financial Group LLC reported ATHENAHEALTH INC (ATHN) in 2 quarterly 13F filings .

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 ATHN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Larson Financial Group LLC's position in ATHENAHEALTH INC, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2 quarters

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 Larson Financial Group LLC held ATHN β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ATHN

As of 2025 Q4 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Larson Financial Group LLC and ATHN

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

How long has Larson Financial Group LLC reported owning ATHN?

Larson Financial Group LLC reported ATHN across 0 quarterly 13F filings.

What was the largest reported ATHN position in Larson Financial Group LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for ATHN in Larson Financial Group LLC.

What is the latest reported ATHN position on this page?

The most recent filing on this page is 2019 Q1, when Larson Financial Group LLC reported 300 shares, equal to 0.04% of portfolio, with an estimated market value of $40K.

What does the chart on this ATHN ownership page compare?

The chart compares Larson Financial Group LLC's quarterly ATHN 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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