HTD HANCOCK JOHN TAX-ADV DIV INC

Ownership history in SMH CAPITAL ADVISORS INC  ·  19 quarters on record

AI Ownership Summary

SMH CAPITAL ADVISORS INC reported HANCOCK JOHN TAX-ADV DIV INC (HTD) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.66% in 2024 Q3. The latest visible filing shows HTD at 0.66% 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 SMH CAPITAL ADVISORS INC's position in HANCOCK JOHN TAX-ADV DIV INC, 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 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

How SMH CAPITAL ADVISORS INC 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 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 217 -8,528 -97.5% 0.66% $217K 2026-04-10 $25.53
2025 Q4 REDUCED 8,745 -59 -0.7% 0.42% $207K 2026-02-12 $24.77
2025 Q3 ADDED 8,804 +76 +0.9% 0.45% $219K 2025-11-13 $23.88
2025 Q2 REDUCED 8,728 -195 -2.2% 0.46% $204K 2025-08-06 $23.10
2025 Q1 REDUCED 8,923 -263 -2.9% 0.50% $214K 2025-05-08 $21.28
2024 Q4 REDUCED 9,186 -23 -0.2% 0.49% $202K 2025-02-12 $21.30
2024 Q3 REDUCED 9,209 -1,313 -12.5% 0.66% $214K 2024-11-08 $20.70
2024 Q1 REDUCED 10,522 -1,247 -10.6% 0.56% $207K 2024-05-13 $17.60
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SMH CAPITAL ADVISORS INC and HTD

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

How long has SMH CAPITAL ADVISORS INC reported owning HTD?

SMH CAPITAL ADVISORS INC reported HTD across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HTD position in SMH CAPITAL ADVISORS INC's portfolio?

The largest reported portfolio weight for HTD was 0.66% in 2024 Q3.

What is the latest reported HTD position on this page?

The most recent filing on this page is 2026 Q1, when SMH CAPITAL ADVISORS INC reported 217 shares, equal to 0.66% of portfolio, with an estimated market value of $217K.

What does the chart on this HTD ownership page compare?

The chart compares SMH CAPITAL ADVISORS INC'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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