Hapanowicz & Associates Financial Services, Inc quarter change: Foreign Funds, Unchanged
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, Hapanowicz & Associates Financial Services, Inc opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Ducere Wealth Management LLC | United States | $0.251B | 126 |
| WETZEL INVESTMENT ADVISORS, INC. | United States | $0.252B | 142 |
| WEIK CAPITAL MANAGEMENT | United States | $0.251B | 90 |
| Trustees of Dartmouth College | United States | $0.252B | 11 |
| WASHINGTON STATE INVESTMENT BOARD | United States | $0.251B | 2 |
| BAYSHORE ASSET MANAGEMENT, LLC | United States | $0.251B | 40 |
| Seneca House Advisors | United States | $0.252B | 96 |
| Carnegie Lake Advisors LLC | United States | $0.252B | 167 |
| INVENIO WEALTH PARTNERS LLC | United States | $0.252B | 89 |
| Hubbell Strickland Wealth Management, LLC | United States | $0.251B | 83 |