Gross & Hartman Investments LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Gross & Hartman Investments LLC opened 3 positions, added to 29, reduced 11 and sold out of 1.
- Q2 2026: Stock VYM; Country of operation —; Class COM; Shares before 90,185.
- Q2 2026: Stock SPDW; Country of operation —; Class COM; Shares before 12,955.
- Q2 2026: Stock SPEM; Country of operation —; Class COM; Shares before 16,161.
- Q2 2026: Stock VTHR; Country of operation —; Class COM; Shares before 1,984.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1966094), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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