HFR Wealth Management, LLC
Holdings in TR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,445,913 | 293,729 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $11,973,157 | 294,188 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $9,514,373 | 292,969 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $8,742,880 | 286,060 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $8,572,760 | 281,313 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $8,164,941 | 279,696 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $7,884,731 | 273,631 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $7,926,031 | 262,527 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $7,817,486 | 256,991 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $6,938,315 | 253,908 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $8,208,075 | 253,295 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $12,882,234 | 313,444 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $12,557,164 | 331,999 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $10,163,417 | 343,721 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $10,973,421 | 349,383 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $11,274,827 | 362,984 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $11,112,692 | 355,580 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $9,276,651 | 353,407 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $10,178,446 | 347,968 | Shares | Sole | 2021-08-12 |