Leeward Financial Partners, LLC ADPT ADAPTIVE BIOTECHNOLOGIES COR

Ownership history in Leeward Financial Partners, LLC  ·  18 quarters on record

AI Ownership Summary

Leeward Financial Partners, LLC reported ADAPTIVE BIOTECHNOLOGIES COR (ADPT) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows ADPT at 0.17% 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 ADPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leeward Financial Partners, LLC's position in ADAPTIVE BIOTECHNOLOGIES COR, 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

ADPT was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% 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
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 Leeward Financial Partners, LLC held ADPT — position size vs. price
% of Fund (quarterly)    ADPT 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 UNCHANGED 41,400 0% 0.17% $575K 2026-04-20 $14.58
2025 Q4 REDUCED 19.8% -14.5% 41,400 -10,250 -19.8% 0.19% $672K 2026-02-09 $15.86
2025 Q3 UNCHANGED 51,650 0% 0.22% $773K 2025-11-12 $14.50
2025 Q2 UNCHANGED 51,650 0% 0.19% $602K 2025-08-04 $10.91
2025 Q1 UNCHANGED 51,650 0% 0.14% $384K 2025-05-09 $9.03
2024 Q4 UNCHANGED 51,650 0% 0.11% $310K 2025-02-13 $8.52
2024 Q3 UNCHANGED 51,650 0% 0.10% $264K 2024-10-30 $5.06
2024 Q2 UNCHANGED 51,650 0% 0.08% $187K 2024-07-30 $4.60
2024 Q1 REDUCED 51,650 -2,447 -4.5% 0.07% $166K 2024-04-19 $2.40
2023 Q4 UNCHANGED 54,097 0% 0.13% $265K 2024-01-26 $3.95
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Leeward Financial Partners, LLC and ADPT

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

How long has Leeward Financial Partners, LLC reported owning ADPT?

Leeward Financial Partners, LLC reported ADPT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ADPT position in Leeward Financial Partners, LLC's portfolio?

The largest reported portfolio weight for ADPT was 0.22% in 2025 Q3.

What is the latest reported ADPT position on this page?

The most recent filing on this page is 2026 Q1, when Leeward Financial Partners, LLC reported 41,400 shares, equal to 0.17% of portfolio, with an estimated market value of $575K.

What does the chart on this ADPT ownership page compare?

The chart compares Leeward Financial Partners, LLC's quarterly ADPT 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 Leeward Financial Partners, LLC time their ADPT position?

Based on 13F filing dates vs. subsequent ADPT price moves, Leeward Financial Partners, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ADPT relative to SPY over the holding period was -12.0%.

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