Gilman Hill Asset Management, LLC FHI — FEDERATED INVS INC PA

Ownership history in Gilman Hill Asset Management, LLC  ·  8 quarters on record

AI Ownership Summary

Gilman Hill Asset Management, LLC reported FEDERATED INVS INC PA (FHI) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows FHI at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gilman Hill Asset Management, LLC's position in FEDERATED INVS INC PA, 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
2026 Q1

FHI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

FHI stock page Gilman Hill Asset Management, LLC fund profile Gilman Hill Asset Management, LLC full holdings
How Gilman Hill Asset Management, LLC held FHI — position size vs. price
% of Fund (quarterly)    FHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,494 — 0% 0.05% $312K 2026-04-08 $56.90
2025 Q4 UNCHANGED — — — 5,494 — 0% 0.05% $286K 2026-01-12 $52.12
2025 Q3 UNCHANGED — — — 5,494 — 0% 0.04% $285K 2025-10-15 $51.14
2025 Q2 UNCHANGED — — — 5,494 — 0% 0.04% $243K 2025-07-09 $44.67
2025 Q1 UNCHANGED — — — 5,494 — 0% 0.04% $224K 2025-04-10 $35.62
2024 Q4 UNCHANGED — — — 5,494 — 0% 0.04% $226K 2025-01-16 $36.64
2024 Q3 ADDED — — — 5,494 +384 +7.5% 0.03% $202K 2024-10-10 $34.24
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FHI

As of 2026 Q2 — sorted by position size

Dogwood Wealth Management LLC 0.0% Hilltop National Bank 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Gilman Hill Asset Management, LLC and FHI

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

How long has Gilman Hill Asset Management, LLC reported owning FHI?

Gilman Hill Asset Management, LLC reported FHI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FHI position in Gilman Hill Asset Management, LLC's portfolio?

The largest reported portfolio weight for FHI was 0.05% in 2026 Q1.

What is the latest reported FHI position on this page?

The most recent filing on this page is 2026 Q1, when Gilman Hill Asset Management, LLC reported 5,494 shares, equal to 0.05% of portfolio, with an estimated market value of $312K.

What does the chart on this FHI ownership page compare?

The chart compares Gilman Hill Asset Management, LLC's quarterly FHI 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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