Advertisement
Screener

Hartford Financial Management Inc. Last Quarter Change: Foreign Stocks, Sold Out

Hartford Financial Management Inc. 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, Hartford Financial Management Inc. opened 0 positions, added to 0, reduced 4, sold out of 1 and left 6 unchanged. The largest increase in value was TSM (+$1,133,283); the largest decrease was GLD (-$173,658).

  • UL: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 289; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1352526): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-24). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
UL
UNILEVER PLC
SPON ADR NEW2890-289$16,465$0-$16,465

Similar Firms

Firm NameCountry13F ValueHoldings
Divisar Capital Management LLCUnited States$0.392B26
RIPOSTE CAPITAL LLCUnited States$0.392B24
Wellington Shields & Co., LLCUnited States$0.392B321
Sunflower Bank, N.A.United States$0.392B221
Euclidean Capital LLCUnited States$0.392B10
HIGHLINE WEALTH PARTNERS LLCUnited States$0.392B1,298
Level Financial AdvisorsUnited States$0.392B92
Boltwood Capital ManagementUnited States$0.392B184
Hollow Brook Wealth Management LLCUnited States$0.392B70
Eldred Rock Partners, LLCUnited States$0.393B31