SANDERS MORRIS HARRIS LLC SERA — SERA PROGNOSTICS INC

Ownership history in SANDERS MORRIS HARRIS LLC  ·  16 quarters on record

AI Ownership Summary

SANDERS MORRIS HARRIS LLC reported SERA PROGNOSTICS INC (SERA) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q2. The latest visible filing shows SERA at 0.10% 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 SERA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SANDERS MORRIS HARRIS LLC's position in SERA PROGNOSTICS 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
2026 Q1

SERA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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.

SERA stock page SANDERS MORRIS HARRIS LLC fund profile SANDERS MORRIS HARRIS LLC full holdings
How SANDERS MORRIS HARRIS LLC held SERA — position size vs. price
% of Fund (quarterly)    SERA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 314,950 +51,350 +19.5% 0.10% $639K 2026-04-09 $2.09
2025 Q3 UNCHANGED — — — 263,600 — 0% 0.11% $807K 2025-10-07 $3.25
2025 Q2 ADDED — — — 263,600 +169,400 +179.8% 0.17% $730K 2025-07-30 $2.87
2025 Q1 ADDED — — — 94,200 +3,600 +4.0% 0.05% $347K 2025-04-09 $3.46
2024 Q4 ADDED — — — 90,600 +56,500 +165.7% 0.11% $725K 2025-01-15 $6.61
2024 Q3 REDUCED — — — 34,100 -700 -2.0% 0.04% $266K 2024-10-09 $6.43
2024 Q2 ADDED — — — 34,800 +15,700 +82.2% 0.03% $206K 2024-07-12 $6.34
2024 Q1 REDUCED 95.7% -33.6% ✅ 19,100 -426,005 -95.7% 0.03% $174K 2024-04-11 $11.25
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SERA

As of 2026 Q1 — sorted by position size

PSP Research LLC 3.44% Twelve Points Wealth Management LLC 3Y 0.02% Aberdeen Group plc 3Y 7Y 0.01% Wagner Wealth Management, LLC 3Y 7Y 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.0% Birch Hill Investment Advisors LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% NISA INVESTMENT ADVISORS, LLC 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About SANDERS MORRIS HARRIS LLC and SERA

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

How long has SANDERS MORRIS HARRIS LLC reported owning SERA?

SANDERS MORRIS HARRIS LLC reported SERA across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SERA position in SANDERS MORRIS HARRIS LLC's portfolio?

The largest reported portfolio weight for SERA was 0.17% in 2025 Q2.

What is the latest reported SERA position on this page?

The most recent filing on this page is 2026 Q1, when SANDERS MORRIS HARRIS LLC reported 314,950 shares, equal to 0.10% of portfolio, with an estimated market value of $639K.

What does the chart on this SERA ownership page compare?

The chart compares SANDERS MORRIS HARRIS LLC's quarterly SERA 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 SANDERS MORRIS HARRIS LLC time their SERA position?

Based on 13F filing dates vs. subsequent SERA price moves, SANDERS MORRIS HARRIS LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on SERA relative to SPY over the holding period was -38.2%.

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