HTD — HANCOCK JOHN TAX-ADVANTAGED

Ownership history in Logan Stone Capital, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Logan Stone Capital, LLC reported a position in HANCOCK JOHN TAX-ADVANTAGED (HTD). 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.

Peak position
0.35% (2024 Q3)
Avg. % of fund
0.15%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,881 -51,238 -83.8% 0.06% $234K $23.21
2024 Q3 ADDED 61,119 +30,347 +98.6% 0.35% $1.4M $20.74
2024 Q2 ADDED 30,772 +17,595 +133.5% 0.16% $622K $17.71
2023 Q4 INITIATED 13,177 — — 0.05% $250K —
% of Fund (quarterly)    HTD price (monthly, adj. close)

Other funds also holding HTD

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.77% SMH CAPITAL ADVISORS INC 3Y 7Y 0.42% Samalin Investment Counsel, LLC 3Y 0.4% Live Oak Private Wealth LLC 3Y 0.33% Diesslin Group, Inc. 0.3% MRA Advisory Group 3Y 0.28% Abbot Financial Management, Inc. 3Y 7Y 0.15% REDMONT WEALTH ADVISORS LLC 3Y 0.09% Powell Investment Advisors, LLC 3Y 0.08% Mezzasalma Advisors, LLC 3Y 0.07%
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