Hanson & Doremus Investment Management IIM β€” Invesco Value Muni Incm

Ownership history in Hanson & Doremus Investment Management  Β·  2 quarters on record

AI Ownership Summary

Hanson & Doremus Investment Management reported Invesco Value Muni Incm (IIM) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows IIM at 0.00% 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 IIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hanson & Doremus Investment Management's position in Invesco Value Muni Incm, 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

IIM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2026 Q1 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.

How Hanson & Doremus Investment Management held IIM β€” position size vs. price
% of Fund (quarterly)    IIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 1,138 β€” 0% 0.00% $14 2026-04-17 $12.17
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hanson & Doremus Investment Management and IIM

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

How long has Hanson & Doremus Investment Management reported owning IIM?

Hanson & Doremus Investment Management reported IIM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IIM position in Hanson & Doremus Investment Management's portfolio?

The largest reported portfolio weight for IIM was 0.00% in 2026 Q1.

What is the latest reported IIM position on this page?

The most recent filing on this page is 2026 Q1, when Hanson & Doremus Investment Management reported 1,138 shares, equal to 0.00% of portfolio, with an estimated market value of $14.

What does the chart on this IIM ownership page compare?

The chart compares Hanson & Doremus Investment Management's quarterly IIM 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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