HTD — HANCOCK JOHN TAX-ADV DIV INCM COM

Ownership history in Parallel Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in HANCOCK JOHN TAX-ADV DIV INCM COM (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 253 -91 -26.5% 0.00% $6K $23.86
2024 Q4 REDUCED 344 -4,011 -92.1% 0.00% $8K $20.03
2022 Q3 ADDED 4,355 +3,111 +250.1% 0.00% $91K $15.90
2019 Q4 UNCHANGED 1,244 — 0% 0.00% $34K $17.08
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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