MFA WEALTH ADVISORS, LLC HLF — HERBALIFE NUTRITION LTD

Ownership history in MFA WEALTH ADVISORS, LLC  ·  14 quarters on record

AI Ownership Summary

MFA WEALTH ADVISORS, LLC reported HERBALIFE NUTRITION LTD (HLF) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2023 Q4. The latest visible filing shows HLF at 0.12% 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 HLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MFA WEALTH ADVISORS, LLC's position in HERBALIFE NUTRITION LTD, 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 Q4

HLF was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2023 Q4

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 Q4

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.

HLF stock page MFA WEALTH ADVISORS, LLC fund profile MFA WEALTH ADVISORS, LLC full holdings
How MFA WEALTH ADVISORS, LLC held HLF — position size vs. price
% of Fund (quarterly)    HLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15.5% +14.2% ❌ 45,080 -8,300 -15.5% 0.12% $581K 2026-01-14 $15.89
2025 Q3 REDUCED 18.0% +51.2% ❌ 53,380 -11,684 -18.0% 0.10% $451K 2025-10-20 $8.62
2025 Q2 ADDED — — — 65,064 +4,395 +7.2% 0.13% $561K 2025-07-14 $9.71
2025 Q1 ADDED — — — 60,669 +19,354 +46.8% 0.13% $524K 2025-04-21 $6.48
2024 Q4 ADDED — — — 41,315 +6,287 +17.9% 0.07% $276K 2025-01-29 $5.77
2024 Q3 ADDED — — — 35,028 +516 +1.5% 0.06% $252K 2024-10-22 $6.81
2024 Q2 REDUCED 42.6% -30.8% ✅ 34,512 -25,570 -42.6% 0.08% $359K 2024-07-22 $11.66
2024 Q1 ADDED — — — 60,082 +6,767 +12.7% 0.16% $604K 2024-04-24 $9.20
2023 Q4 REDUCED 5.3% -40.3% ✅ 53,315 -3,007 -5.3% 0.23% $814K 2024-02-14 $11.75
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HLF

As of 2026 Q1 — sorted by position size

Quantedge Capital Pte Ltd 3Y 15.47% Tenzing Global Management, LLC 3Y 7Y 12.82% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 9.68% Solel Partners LP 3Y 5.86% Route One Investment Company, L.P. 3Y 7Y 5.16% Q Global Advisors, LLC 3Y 7Y 3.39% Nantahala Capital Management, LLC 3Y 7Y 3.03% BAUPOST GROUP LLC/MA 3Y 7Y 2.66% Manatuck Hill Partners, LLC 3Y 7Y 2.13% Bronte Capital Management Pty Ltd. 3Y 7Y 1.37%

FAQ About MFA WEALTH ADVISORS, LLC and HLF

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

How long has MFA WEALTH ADVISORS, LLC reported owning HLF?

MFA WEALTH ADVISORS, LLC reported HLF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HLF position in MFA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for HLF was 0.23% in 2023 Q4.

What is the latest reported HLF position on this page?

The most recent filing on this page is 2025 Q4, when MFA WEALTH ADVISORS, LLC reported 45,080 shares, equal to 0.12% of portfolio, with an estimated market value of $581K.

What does the chart on this HLF ownership page compare?

The chart compares MFA WEALTH ADVISORS, LLC's quarterly HLF 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 MFA WEALTH ADVISORS, LLC time their HLF position?

Based on 13F filing dates vs. subsequent HLF price moves, MFA WEALTH ADVISORS, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on HLF relative to SPY over the holding period was -18.4%.

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