CAROLINAS WEALTH CONSULTING LLC HFGO — HARTFORD FDS EXCHANGE TRADED

Ownership history in CAROLINAS WEALTH CONSULTING LLC  ·  6 quarters on record

AI Ownership Summary

CAROLINAS WEALTH CONSULTING LLC reported HARTFORD FDS EXCHANGE TRADED (HFGO) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows HFGO at 0.02% 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 HFGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAROLINAS WEALTH CONSULTING 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

HFGO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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.

HFGO stock page CAROLINAS WEALTH CONSULTING LLC fund profile CAROLINAS WEALTH CONSULTING LLC full holdings
How CAROLINAS WEALTH CONSULTING LLC held HFGO — position size vs. price
% of Fund (quarterly)    HFGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 4,592 — 0% 0.02% $96K 2026-02-14 (Est.) $25.14
2025 Q3 UNCHANGED — — — 4,592 — 0% 0.02% $96K 2025-11-20 $26.45
2025 Q2 UNCHANGED — — — 4,592 — 0% 0.02% $96K 2025-08-14 $26.25
2024 Q4 UNCHANGED — — — 4,592 — 0% 0.02% $109K 2025-02-27 $22.71
2024 Q3 UNCHANGED — — — 4,592 — 0% 0.02% $99K 2024-11-12 $23.13
2024 Q2 INITIATED — — — 4,592 — — 0.02% $97K 2024-08-12 $19.82

🏢 Other funds also holding HFGO

As of 2026 Q1 — sorted by position size

Hartford Funds Management Co LLC 3Y 7Y 7.22% LaSalle St. Investment Advisors, LLC 3Y 0.03% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.02% World Investment Advisors 3Y 7Y 0.01% JONES FINANCIAL COMPANIES LLLP 3Y 7Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% Mariner, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% WELLINGTON MANAGEMENT GROUP LLP 3Y 7Y 0.0% Geneos Wealth Management Inc. 3Y 0.0%

FAQ About CAROLINAS WEALTH CONSULTING LLC and HFGO

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

How long has CAROLINAS WEALTH CONSULTING LLC reported owning HFGO?

CAROLINAS WEALTH CONSULTING LLC reported HFGO across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported HFGO position in CAROLINAS WEALTH CONSULTING LLC's portfolio?

The largest reported portfolio weight for HFGO was 0.02% in 2024 Q4.

What is the latest reported HFGO position on this page?

The most recent filing on this page is 2025 Q4, when CAROLINAS WEALTH CONSULTING LLC reported 4,592 shares, equal to 0.02% of portfolio, with an estimated market value of $96K.

What does the chart on this HFGO ownership page compare?

The chart compares CAROLINAS WEALTH CONSULTING LLC's quarterly HFGO 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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