Hanson & Doremus Investment Management CEFA β€” Global X S&P Cthlc Vls Dvlpd ex-US ETF

Ownership history in Hanson & Doremus Investment Management  Β·  3 quarters on record

AI Ownership Summary

Hanson & Doremus Investment Management reported Global X S&P Cthlc Vls Dvlpd ex-US ETF (CEFA) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows CEFA at 0.04% 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 CEFA 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 Global X S&P Cthlc Vls Dvlpd ex-US ETF, 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

CEFA was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2025 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.

How Hanson & Doremus Investment Management held CEFA β€” position size vs. price
% of Fund (quarterly)    CEFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 8,314 +1,026 +14.1% 0.04% $307 2026-04-17 $39.47
2025 Q4 ADDED β€” β€” β€” 7,288 +1,586 +27.8% 0.03% $269K 2026-01-20 $37.33
2025 Q3 INITIATED β€” β€” β€” 5,702 β€” β€” 0.03% $205K 2025-10-15 $35.22

FAQ About Hanson & Doremus Investment Management and CEFA

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 CEFA?

Hanson & Doremus Investment Management reported CEFA across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for CEFA was 0.04% in 2026 Q1.

What is the latest reported CEFA position on this page?

The most recent filing on this page is 2026 Q1, when Hanson & Doremus Investment Management reported 8,314 shares, equal to 0.04% of portfolio, with an estimated market value of $307.

What does the chart on this CEFA ownership page compare?

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