South Shore Capital Advisors NACP IMPACT SHS FDS I TR

Ownership history in South Shore Capital Advisors  ·  9 quarters on record

AI Ownership Summary

South Shore Capital Advisors reported IMPACT SHS FDS I TR (NACP) in 9 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q4. The latest visible filing shows NACP at 0.34% 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 NACP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was South Shore Capital Advisors's position in IMPACT SHS FDS I TR, 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

NACP was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q4

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

Time in book
Holding Window
2025 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 South Shore Capital Advisors held NACP — position size vs. price
% of Fund (quarterly)    NACP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9,595 +100 +1.1% 0.34% $464K 2026-04-28 $53.73
2025 Q4 ADDED 9,495 +45 +0.5% 0.34% $468K 2026-01-21 $50.92
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About South Shore Capital Advisors and NACP

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

How long has South Shore Capital Advisors reported owning NACP?

South Shore Capital Advisors reported NACP across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported NACP position in South Shore Capital Advisors's portfolio?

The largest reported portfolio weight for NACP was 0.34% in 2025 Q4.

What is the latest reported NACP position on this page?

The most recent filing on this page is 2026 Q1, when South Shore Capital Advisors reported 9,595 shares, equal to 0.34% of portfolio, with an estimated market value of $464K.

What does the chart on this NACP ownership page compare?

The chart compares South Shore Capital Advisors's quarterly NACP 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 South Shore Capital Advisors time their NACP position?

Based on 13F filing dates vs. subsequent NACP price moves, South Shore Capital Advisors correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on NACP relative to SPY over the holding period was -1.2%.

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