Sebold Capital Management, Inc. OAKM β€” HARRIS OAKMARK ETF TRUST

Ownership history in Sebold Capital Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

Sebold Capital Management, Inc. reported HARRIS OAKMARK ETF TRUST (OAKM) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 0.51% in 2025 Q2. The latest visible filing shows OAKM at 0.51% 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 OAKM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sebold Capital Management, Inc.'s position in HARRIS OAKMARK 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
2025 Q2

OAKM was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% 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
2025 Q1 to 2025 Q2

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 Sebold Capital Management, Inc. held OAKM β€” position size vs. price
% of Fund (quarterly)    OAKM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 32,098 +5,074 +18.8% 0.51% $824K 2025-08-14 (Est.) $25.95
2025 Q1 INITIATED β€” β€” β€” 27,024 β€” β€” 0.43% $661K 2025-04-28 $23.24

FAQ About Sebold Capital Management, Inc. and OAKM

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

How long has Sebold Capital Management, Inc. reported owning OAKM?

Sebold Capital Management, Inc. reported OAKM across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported OAKM position in Sebold Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for OAKM was 0.51% in 2025 Q2.

What is the latest reported OAKM position on this page?

The most recent filing on this page is 2025 Q2, when Sebold Capital Management, Inc. reported 32,098 shares, equal to 0.51% of portfolio, with an estimated market value of $824K.

What does the chart on this OAKM ownership page compare?

The chart compares Sebold Capital Management, Inc.'s quarterly OAKM 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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