HAGER INVESTMENT MANAGEMENT SERVICES, LLC quarter change: Foreign Stocks, Sold out
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).
- SONY: Country of operation —; Class ADR; Shares 2026-03-31 365; Shares 2026-06-30 0.
- ONC: Country of operation —; Class ADR; Shares 2026-03-31 13; Shares 2026-06-30 0.
- RYAAY: Country of operation —; Class ADR; Shares 2026-03-31 59; Shares 2026-06-30 0.
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.
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 |