HFM Investment Advisors, LLC historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, HFM Investment Advisors, LLC opened 3 positions, added to 13, reduced 9 and sold out of 26.
- Q1 2026: Stock MARQETA INC; Country of operation United States; Class CLASS A COM; Shares before 17.
- Q4 2025: Stock GATES INDL CORP PLC; Country of operation —; Class ORD SHS; Shares before 22.
- Q4 2025: Stock COLUMBIA FINL INC; Country of operation United States; Class COM; Shares before 8.
- Q4 2025: Stock MARQETA INC; Country of operation United States; Class CLASS A COM; Shares before 22.
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.
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