Spurstone Advisory Services, LLC QS — Quantumscape CORP

Ownership history in Spurstone Advisory Services, LLC  ·  6 quarters on record

AI Ownership Summary

Spurstone Advisory Services, LLC reported Quantumscape CORP (QS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q3. The latest visible filing shows QS at 0.21% 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 QS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spurstone Advisory Services, LLC's position in Quantumscape CORP, 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

QS was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q3

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

Time in book
Holding Window
2024 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.

QS stock page Spurstone Advisory Services, LLC fund profile Spurstone Advisory Services, LLC full holdings
How Spurstone Advisory Services, LLC held QS — position size vs. price
% of Fund (quarterly)    QS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,950 — 0% 0.21% $12K 2026-04-28 $6.97
2025 Q4 UNCHANGED — — — 1,950 — 0% 0.32% $20K 2026-01-29 $9.85
2025 Q3 UNCHANGED — — — 1,950 — 0% 0.34% $24K 2025-11-06 $15.90
2025 Q2 UNCHANGED — — — 1,950 — 0% 0.20% $13K 2025-08-06 $8.28
2025 Q1 UNCHANGED — — — 1,950 — 0% 0.16% $8K 2025-05-12 $4.28
2024 Q4 INITIATED — — — 1,950 — — 0.19% $10K 2025-02-14 $5.23

🏢 Other funds also holding QS

As of 2026 Q1 — sorted by position size

GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 2.44% Green Alpha Advisors, LLC 3Y 0.86% Bayforest Capital Ltd 0.25% LGT Financial Advisors LLC 3Y 0.16% Bay Rivers Group 3Y 0.04% S.E.E.D. Planning Group LLC 3Y 0.04% Hilton Head Capital Partners, LLC 0.03% SWP FINANCIAL LLC 0.03% Cobblestone Asset Management LLC 0.03% Prospera Financial Services Inc 3Y 7Y 0.03%

FAQ About Spurstone Advisory Services, LLC and QS

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

How long has Spurstone Advisory Services, LLC reported owning QS?

Spurstone Advisory Services, LLC reported QS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported QS position in Spurstone Advisory Services, LLC's portfolio?

The largest reported portfolio weight for QS was 0.34% in 2025 Q3.

What is the latest reported QS position on this page?

The most recent filing on this page is 2026 Q1, when Spurstone Advisory Services, LLC reported 1,950 shares, equal to 0.21% of portfolio, with an estimated market value of $12K.

What does the chart on this QS ownership page compare?

The chart compares Spurstone Advisory Services, LLC's quarterly QS 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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