Ownership history in HANTZ FINANCIAL SERVICES, INC. · 7 quarters on record
This page tracks every 13F SEC filing in which HANTZ FINANCIAL SERVICES, INC. reported a position in PROFESIONALLY MANAGED PORTFO (CSMD). 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 Q4 | ADDED | 7,489,237 | +267,983 | +3.7% | 3.49% | $236.8M | $31.62 |
| 2025 Q3 | ADDED | 7,221,254 | +216,440 | +3.1% | 3.64% | $240.5M | $33.31 |
| 2025 Q2 | ADDED | 7,004,814 | +339,332 | +5.1% | 3.53% | $218.4M | $31.18 |
| 2025 Q1 | ADDED | 6,665,482 | +442,855 | +7.1% | 3.24% | $184.4M | $27.66 |
| 2024 Q4 | ADDED | 6,222,627 | +652,537 | +11.7% | 3.24% | $186.2M | $29.92 |
| 2024 Q3 | ADDED | 5,570,090 | +816,925 | +17.2% | 2.96% | $166.6M | $29.80 |
| 2024 Q2 | INITIATED | 4,753,165 | — | — | 2.62% | $136.2M | — |
As of 2025 Q4 — sorted by position size