Position in ULS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$713
+$542 QoQ
Shares Held
7
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#372
of 388 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026HFM Investment Advisors, LLC holds $23,250 across 11 Specialty Business Services names. ULS ranks #5 (3.1% of the industry book) .
All Filings in ULS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $171 | 2 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $157 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $212 | 3 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||