WINN HARBOR LONG TERM GROWERS ETF

Ownership history in United Advisor Group, LLC  ·  8 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported HARBOR LONG TERM GROWERS ETF (WINN) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows WINN 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 WINN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Advisor Group, LLC's position in HARBOR LONG TERM GROWERS 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 Q1

WINN 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 Q2 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 United Advisor Group, LLC held WINN — position size vs. price
% of Fund (quarterly)    WINN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,088 +2,234 +12.5% 0.07% $557K 2026-04-17 $31.25
2025 Q4 ADDED 17,854 +594 +3.4% 0.07% $555K 2026-01-26 $30.87
2025 Q3 REDUCED 17,260 -425 -2.4% 0.07% $538K 2025-11-12 $31.81
2025 Q2 ADDED 17,685 +1,105 +6.7% 0.09% $515K 2025-08-11 $29.97
2025 Q1 ADDED 16,580 +699 +4.4% 0.08% $406K 2025-04-21 $22.73
2024 Q4 ADDED 15,881 +2,498 +18.7% 0.09% $432K 2025-02-24 $27.27
2024 Q3 ADDED 13,383 +2,203 +19.7% 0.08% $343K 2024-10-30 $26.34
2024 Q2 INITIATED 11,180 0.09% $283K 2024-08-08 $23.44

FAQ About United Advisor Group, LLC and WINN

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

How long has United Advisor Group, LLC reported owning WINN?

United Advisor Group, LLC reported WINN across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WINN position in United Advisor Group, LLC's portfolio?

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

What is the latest reported WINN position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 20,088 shares, equal to 0.07% of portfolio, with an estimated market value of $557K.

What does the chart on this WINN ownership page compare?

The chart compares United Advisor Group, LLC's quarterly WINN 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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