HFM Investment Advisors, LLC historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 5 quarters from 2025-03-31 to 2026-06-30, HFM Investment Advisors, LLC opened 4 positions, added to 0, reduced 0 and sold out of 5.
- Q1 2026: Stock SNY; Country of operation —; Class SPONSORED ADR; Shares before 77.
- Q1 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 12.
- Q1 2026: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 28.
- Q1 2026: Stock BUD; Country of operation —; Class SPONSORED ADR; Shares before 44.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2067972), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Robertson Opportunity Capital, LLC | United States | $0.260B | 30 |
| Bull Oak Capital, LLC | United States | $0.260B | 38 |
| Silver Heights Capital Management Inc | Canada | $0.260B | 4 |
| Bayview Asset Management, LLC | United States | $0.260B | 58 |
| LETSON INVESTMENT MANAGEMENT, INC. | United States | $0.260B | 101 |
| MBA Advisors LLC | United States | $0.260B | 146 |
| ADAMS STREET PARTNERS LLC | United States | $0.260B | 3 |
| MILLER WEALTH ADVISORS, LLC | United States | $0.260B | 117 |
| Sawyer & Company, Inc | United States | $0.260B | 197 |
| KALEIDOSCOPE CAPITAL LP | United States | $0.260B | 15 |