Ownership history in Leelyn Smith, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Leelyn Smith, LLC reported a position in HARTFORD FDS EXCHANGE TRADED (HTAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Leelyn Smith, LLC underperformed the S&P 500 by β16.1% annually on this HTAB position. Timing score: 20% (2/10 decisions correct). Average cost basis: $17.54. Maximum drawdown during holding period: β5.2%.
β Significantly underperformed the S&P 500 by 16.1% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 10 add/trim decisions correct
Best entry: $16.70 (2023 Q3) Β· Worst: $18.51 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 5 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size