Hapanowicz & Associates Financial Services, Inc quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hapanowicz & Associates Financial Services, Inc opened 3 positions, added to 2, reduced 6, sold out of 0 and left 8 unchanged. The largest increase in value was OSK (+$2,026,243); the largest decrease was LMT (-$121,133).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 1,695; Shares 2026-06-30 2,856.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 4,943; Shares 2026-06-30 4,978.
Two Form 13F-HR filings compared (SEC CIK 1695959): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-29). 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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