HTD — JOHN HANCOCK TAX-

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  42 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported JOHN HANCOCK TAX- (HTD) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows HTD at 0.03% 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 HTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in JOHN HANCOCK TAX-, 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

HTD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 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.

HTD stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held HTD — position size vs. price
% of Fund (quarterly)    HTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,365 -725 -3.3% 0.03% $529K 2026-04-15 $25.11
2025 Q4 UNCHANGED 22,090 — 0% 0.03% $523K 2026-01-26 $23.62
2025 Q3 UNCHANGED 22,090 — 0% 0.03% $548K 2025-10-28 $23.58
2025 Q2 ADDED 22,090 +750 +3.5% 0.04% $517K 2025-08-11 $23.09
2025 Q1 REDUCED 21,340 -735 -3.3% 0.04% $511K 2025-05-13 $20.92
2024 Q4 UNCHANGED 22,075 — 0% 0.04% $486K 2025-01-30 $20.70
2024 Q3 ADDED 22,075 +300 +1.4% 0.04% $513K 2024-11-04 $19.85
2024 Q2 UNCHANGED 21,775 — 0% 0.04% $440K 2024-07-29 $18.37
2024 Q1 REDUCED 21,775 -1,213 -5.3% 0.04% $428K 2024-04-23 $16.84
2023 Q4 ADDED 22,988 +1 +0.0% 0.04% $436K 2024-02-09 $15.95
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HTD

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 0.8% SMH CAPITAL ADVISORS INC 3Y 7Y 0.66% Samalin Investment Counsel, LLC 3Y 0.42% Live Oak Private Wealth LLC 3Y 0.35% Diesslin Group, Inc. 0.34% MRA Advisory Group 3Y 0.28% Powell Investment Advisors, LLC 3Y 0.09% Mezzasalma Advisors, LLC 3Y 0.08% CENTRAL TRUST Co 3Y 7Y 0.04% Spire Wealth Management 3Y 0.03%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and HTD

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

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning HTD?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported HTD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HTD position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for HTD was 0.04% in 2023 Q4.

What is the latest reported HTD position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 21,365 shares, equal to 0.03% of portfolio, with an estimated market value of $529K.

What does the chart on this HTD ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly HTD 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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