HAGER INVESTMENT MANAGEMENT SERVICES, LLC quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, HAGER INVESTMENT MANAGEMENT SERVICES, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2026645): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-20). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LAM GROUP, INC. | United States | $0.182B | 136 |
| TILIA FIDUCIARY PARTNERS, INC. | United States | $0.182B | 115 |
| Oak Wealth Advisors LLC | United States | $0.182B | 58 |
| Nikulski Financial, Inc. | United States | $0.182B | 32 |
| Anderson Financial Strategies, LLC | United States | $0.182B | 32 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | United States | $0.182B | 106 |
| Cosner Financial Group, LLC | United States | $0.182B | 34 |
| Dempze Nancy E | United States | $0.182B | 301 |
| R Squared Ltd | Hong Kong | $0.182B | 477 |
| Elefante Mark B | United States | $0.182B | 187 |