HTRB β€” HARTFORD FDS EXCHANGE TRADED

Ownership history in Bensler, LLC  Β·  9 quarters on record

AI Ownership Summary

Bensler, LLC reported HARTFORD FDS EXCHANGE TRADED (HTRB) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.35% in 2024 Q3. The latest visible filing shows HTRB at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bensler, LLC's position in HARTFORD FDS EXCHANGE TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HTRB was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bensler, LLC held HTRB β€” position size vs. price
% of Fund (quarterly)    HTRB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 427,663 -19,665 -4.4% 1.46% $14.6M 2026-02-14 (Est.) $34.43
2025 Q3 REDUCED 447,328 -15,781 -3.4% 1.59% $15.3M 2025-11-03 $33.80
2025 Q2 REDUCED 463,109 -60,185 -11.5% 1.75% $15.7M 2025-08-06 $33.03
2025 Q1 REDUCED 523,294 -55,015 -9.5% 2.22% $17.7M 2025-04-16 $32.12
2024 Q4 ADDED 578,309 +45,917 +8.6% 2.29% $19.3M 2025-01-22 $31.65
2024 Q3 ADDED 532,392 +45,290 +9.3% 2.35% $18.6M 2024-10-31 $31.77
2024 Q2 ADDED 487,102 +47,435 +10.8% 2.19% $16.3M 2024-07-26 $31.54
2024 Q1 ADDED 439,667 +56,692 +14.8% 2.15% $14.8M 2024-04-30 $30.09
2023 Q4 INITIATED 382,975 β€” β€” 2.16% $13.0M 2024-01-22 $30.58

FAQ About Bensler, LLC and HTRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bensler, LLC reported owning HTRB?

Bensler, LLC reported HTRB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HTRB position in Bensler, LLC's portfolio?

The largest reported portfolio weight for HTRB was 2.35% in 2024 Q3.

What is the latest reported HTRB position on this page?

The most recent filing on this page is 2025 Q4, when Bensler, LLC reported 427,663 shares, equal to 1.46% of portfolio, with an estimated market value of $14.6M.

What does the chart on this HTRB ownership page compare?

The chart compares Bensler, LLC's quarterly HTRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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