Westside Investment Management, Inc.
Position in HTAB — Hartford Schroders Tax-Aware Bond ETF
CIK 1538383
SANTA MONICA, CA
All Filings in HTAB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HTAB | $38,000 | 2,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 HTAB | $38,300 | 2,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 HTAB | $38,260 | 2,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 HTAB | $37,420 | 2,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 HTAB | $38,340 | 2,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 HTAB | $38,720 | 2,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 HTAB | $39,620 | 2,000 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 HTAB | $38,620 | 2,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 HTAB | $39,160 | 2,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 HTAB | $39,520 | 2,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 HTAB | $36,540 | 2,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 HTAB | $38,880 | 2,000 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 HTAB | $39,222 | 2,000 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 HTAB | $38,120 | 2,000 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 HTAB | $152,296 | 8,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 HTAB | $630,129 | 32,700 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 HTAB | $2,014,973 | 100,900 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 HTAB | $1,804,974 | 84,900 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 HTAB | $1,180,998 | 54,600 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 HTAB | $1,020,684 | 46,900 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 HTAB | $1,067,863 | 49,500 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 HTAB | $65,295 | 3,000 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 HTAB | $65,160 | 3,000 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 HTAB | $64,890 | 3,000 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 HTAB | $62,103 | 3,000 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||