HTD — HANCOCK JOHN TAX-ADVANTAGED

Ownership history in Concord Wealth Partners  ·  5 quarters on record

This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in HANCOCK JOHN TAX-ADVANTAGED (HTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 218 +135 +162.7% 0.00% $5K $23.86
2025 Q2 UNCHANGED 83 — 0% 0.00% $2K $22.07
2025 Q1 REDUCED 83 -356 -81.1% 0.00% $2K $22.17
2022 Q2 UNCHANGED 439 — 0% 0.00% $10K $17.11
2022 Q1 INITIATED 439 — — 0.00% $11K $18.75
% of Fund (quarterly)    HTD price (monthly, adj. close)

Other funds also holding HTD

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.77% SMH CAPITAL ADVISORS INC 3Y 7Y 0.42% Samalin Investment Counsel, LLC 3Y 0.4% Live Oak Private Wealth LLC 3Y 0.33% Diesslin Group, Inc. 0.3% MRA Advisory Group 3Y 0.28% Abbot Financial Management, Inc. 3Y 7Y 0.15% REDMONT WEALTH ADVISORS LLC 3Y 0.09% Powell Investment Advisors, LLC 3Y 0.08% Mezzasalma Advisors, LLC 3Y 0.07%
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