Petros Family Wealth, LLC EBIT β€” HARBOR ETF TRUST

Ownership history in Petros Family Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

Petros Family Wealth, LLC reported HARBOR ETF TRUST (EBIT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.06% in 2026 Q1. The latest visible filing shows EBIT at 1.06% 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.

What this EBIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Petros Family Wealth, LLC's position in HARBOR ETF TRUST, 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

EBIT was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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 Petros Family Wealth, LLC held EBIT β€” position size vs. price
% of Fund (quarterly)    EBIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 42,415 +5,104 +13.7% 1.06% $1.5M 2026-04-24 $37.85
2025 Q4 ADDED β€” β€” β€” 37,311 +629 +1.7% 0.83% $1.3M 2026-01-14 $35.39
2025 Q3 REDUCED β€” β€” β€” 36,682 -65 -0.2% 1.04% $1.2M 2025-10-17 $32.38
2025 Q2 INITIATED β€” β€” β€” 36,747 β€” β€” 1.05% $1.2M 2025-07-22 $31.92

FAQ About Petros Family Wealth, LLC and EBIT

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

How long has Petros Family Wealth, LLC reported owning EBIT?

Petros Family Wealth, LLC reported EBIT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EBIT position in Petros Family Wealth, LLC's portfolio?

The largest reported portfolio weight for EBIT was 1.06% in 2026 Q1.

What is the latest reported EBIT position on this page?

The most recent filing on this page is 2026 Q1, when Petros Family Wealth, LLC reported 42,415 shares, equal to 1.06% of portfolio, with an estimated market value of $1.5M.

What does the chart on this EBIT ownership page compare?

The chart compares Petros Family Wealth, LLC's quarterly EBIT 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 Petros Family Wealth, LLC time their EBIT position?

Based on 13F filing dates vs. subsequent EBIT price moves, Petros Family Wealth, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EBIT relative to SPY over the holding period was +4.7%.

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