HAGER INVESTMENT MANAGEMENT SERVICES, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (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 7 positions, added to 2, reduced 3, sold out of 3 and left 2 unchanged. The largest increase in value was TSM (+$703,081); the largest decrease was SONY (-$7,556).
- TSM: Country of operation —; Class ADR; Shares 2026-03-31 10,830; Shares 2026-06-30 9,136.
- NVO: Country of operation —; Class ADR; Shares 2026-03-31 684; Shares 2026-06-30 602.
- NVS: Country of operation —; Class ADR; Shares 2026-03-31 128; Shares 2026-06-30 102.
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.
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