STUDIO INVESTMENT MANAGEMENT LLC OSEA — HARBOR INTERNATIONAL CMPNDRS ETF

Ownership history in STUDIO INVESTMENT MANAGEMENT LLC  ·  9 quarters on record

AI Ownership Summary

STUDIO INVESTMENT MANAGEMENT LLC reported HARBOR INTERNATIONAL CMPNDRS ETF (OSEA) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows OSEA at 0.07% 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 OSEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STUDIO INVESTMENT MANAGEMENT LLC's position in HARBOR INTERNATIONAL CMPNDRS ETF, 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 Q3

OSEA was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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 Q3 to 2026 Q3

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.

OSEA stock page STUDIO INVESTMENT MANAGEMENT LLC fund profile STUDIO INVESTMENT MANAGEMENT LLC full holdings
How STUDIO INVESTMENT MANAGEMENT LLC held OSEA — position size vs. price
% of Fund (quarterly)    OSEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 13,326 -904 -6.4% 0.07% $390K 2026-10-22 $29.81
2026 Q2 REDUCED — — — 14,230 -313 -2.2% 0.07% $435K 2026-07-31 $30.46
2026 Q1 UNCHANGED — — — 14,543 — 0% 0.08% $440K 2026-05-15 $29.79
2025 Q4 REDUCED — — — 14,543 -46 -0.3% 0.08% $440K 2026-02-09 $30.90
2025 Q3 REDUCED — — — 14,589 -354 -2.4% 0.08% $431K 2025-11-07 $29.66
2025 Q2 ADDED — — — 14,943 +55 +0.4% 0.09% $437K 2025-07-30 $28.52
2025 Q1 ADDED — — — 14,888 +532 +3.7% 0.08% $395K 2025-05-14 $27.69
2024 Q4 ADDED — — — 14,356 +829 +6.1% 0.08% $371K 2025-02-14 $26.89
2024 Q3 INITIATED — — — 13,527 — — 0.08% $391K 2024-11-12 $26.20

🏢 Other funds also holding OSEA

As of 2026 Q3 — sorted by position size

Diversified Enterprises, LLC 4.29% KWB Wealth 3Y 0.84% Archford Capital Strategies, LLC 3Y 7Y 0.8% Sunrise Financial Services, LLC 0.49% CPC Advisors, LLC 3Y 0.21% Worth Financial Advisory Group, LLC 3Y 0.12% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.12% Embree Financial Group 0.06% CRA Financial Services, LLC 3Y 7Y 0.05% Annex Advisory Services, LLC 3Y 7Y 0.0%

FAQ About STUDIO INVESTMENT MANAGEMENT LLC and OSEA

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

How long has STUDIO INVESTMENT MANAGEMENT LLC reported owning OSEA?

STUDIO INVESTMENT MANAGEMENT LLC reported OSEA across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported OSEA position in STUDIO INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for OSEA was 0.09% in 2025 Q2.

What is the latest reported OSEA position on this page?

The most recent filing on this page is 2026 Q3, when STUDIO INVESTMENT MANAGEMENT LLC reported 13,326 shares, equal to 0.07% of portfolio, with an estimated market value of $390K.

What does the chart on this OSEA ownership page compare?

The chart compares STUDIO INVESTMENT MANAGEMENT LLC's quarterly OSEA 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 STUDIO INVESTMENT MANAGEMENT LLC time their OSEA position?

Based on 13F filing dates vs. subsequent OSEA price moves, STUDIO INVESTMENT MANAGEMENT LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on OSEA relative to SPY over the holding period was -7.5%.

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