AFRM β€” AFFIRM HLDGS INC

Ownership history in Winthrop Capital Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Winthrop Capital Management, LLC reported AFFIRM HLDGS INC (AFRM) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows AFRM at 0.00% 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 AFRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winthrop Capital Management, LLC's position in AFFIRM HLDGS INC, 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 Q3

AFRM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 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.

How Winthrop Capital Management, LLC held AFRM β€” position size vs. price
% of Fund (quarterly)    AFRM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 20 β€” 0% 0.00% $1K 2025-11-13 $73.18
2025 Q2 UNCHANGED 20 β€” 0% 0.00% $1K 2025-08-07 $78.96
2025 Q1 REDUCED 20 -10 -33.3% 0.00% $1K 2025-05-06 $51.00
2024 Q2 UNCHANGED 30 β€” 0% 0.00% $1K 2024-08-09 $25.44
2024 Q1 INITIATED 30 β€” β€” 0.00% $1K 2024-05-08 $31.58

FAQ About Winthrop Capital Management, LLC and AFRM

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

How long has Winthrop Capital Management, LLC reported owning AFRM?

Winthrop Capital Management, LLC reported AFRM across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AFRM position in Winthrop Capital Management, LLC's portfolio?

The largest reported portfolio weight for AFRM was 0.00% in 2024 Q2.

What is the latest reported AFRM position on this page?

The most recent filing on this page is 2025 Q3, when Winthrop Capital Management, LLC reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this AFRM ownership page compare?

The chart compares Winthrop Capital Management, LLC's quarterly AFRM 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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