Notify me when Hartford Financial Management Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 340 | $377,623,379 | +$13,114,729 | -$25,214,559 | -$12,099,830 | JCPB, AAPL, VGT, JPSE, MSFT | 13F-HR | 27 Oct 2025, 17:38 |
| Q2 2025 | 347 | $365,732,095 | +$35,086,553 | -$183,434,311 | -$148,347,758 | JCPB, JPSE, JMUB, MSFT, VGT | 13F-HR | 31 Jul 2025, 14:09 |
| Q1 2025 | 359 | $484,390,575 | +$7,938,590 | -$7,916,218 | +$22,372 | JCPB, MSFT, JMUB, AAPL, COST | 13F-HR | 21 Apr 2025, 13:47 |
| Q4 2024 | 377 | $488,227,278 | +$16,112,172 | -$7,705,484 | +$8,406,688 | JCPB, MSFT, AAPL, JMUB, COST | 13F-HR | 23 Jan 2025, 15:11 |
| Q3 2024 | 380 | $489,299,600 | +$7,942,510 | -$10,496,932 | -$2,554,422 | JCPB, MSFT, AAPL, LLY, COST | 13F-HR | 28 Oct 2024, 17:07 |
| Q2 2024 | 395 | $466,279,154 | +$18,090,837 | -$22,004,316 | -$3,913,479 | JCPB, MSFT, LLY, AAPL, COST | 13F-HR | 09 Aug 2024, 12:43 |
| Q1 2024 | 381 | $473,641,155 | +$14,658,842 | -$16,865,449 | -$2,206,607 | JCPB, MSFT, LLY, DAUG, JPM | 13F-HR | 24 Apr 2024, 17:20 |
| Q4 2023 | 391 | $441,428,424 | +$27,469,738 | -$11,999,893 | +$15,469,845 | JCPB, MSFT, AAPL, DAUG, COST | 13F-HR | 29 Jan 2024, 08:57 |
| Q3 2023 | 390 | $391,601,619 | +$12,100,507 | -$4,115,291 | +$7,985,216 | MSFT, DAUG, AAPL, COST, JPM | 13F-HR | 24 Oct 2023, 12:13 |
| Q2 2023 | 367 | $404,622,233 | +$16,623,429 | -$17,343,106 | -$719,677 | MSFT, AAPL, DAUG, CSX, JPM | 13F-HR | 26 Jul 2023, 17:59 |
| Q1 2023 | 379 | $386,719,889 | +$10,261,677 | -$7,829,302 | +$2,432,375 | MSFT, AAPL, DAUG, CSX, JPM | 13F-HR | 25 Apr 2023, 17:13 |
| Q4 2022 | 376 | $378,124,245 | +$13,762,129 | -$12,648,395 | +$1,113,734 | MSFT, DAUG, CSX, AAPL, JPM | 13F-HR | 01 Feb 2023, 16:30 |
| Q3 2022 | 368 | $340,262,000 | +$13,913,737 | -$9,676,470 | +$4,237,267 | MSFT, AAPL, CSX, COST, DAPR | 13F-HR | 25 Oct 2022, 11:41 |
| Q2 2022 | 370 | $360,439,000 | +$12,246,991 | -$9,955,466 | +$2,291,525 | MSFT, AAPL, CSX, COST, JPSE | 13F-HR | 21 Jul 2022, 17:05 |
| Q1 2022 | 380 | $414,468,000 | +$4,431,238 | -$2,925,717 | +$1,505,521 | MSFT, AAPL, CSX, COST, JPM | 13F-HR | 05 May 2022, 15:46 |
| Q4 2021 | 354 | $430,007,000 | +$5,820,388 | -$6,430,859 | -$610,471 | MSFT, AAPL, CSX, JPM, HD | 13F-HR | 27 Jan 2022, 14:05 |
| Q3 2021 | 391 | $393,029,000 | +$2,519,214 | -$6,210,080 | -$3,690,866 | MSFT, ARKQ, JPM, AAPL, CSX | 13F-HR | 29 Oct 2021, 14:19 |
| Q2 2021 | 373 | $402,888,000 | +$8,169,838 | -$20,160,662 | -$11,990,824 | MSFT, ARKQ, AAPL, JPM, CSX | 13F-HR | 27 Jul 2021, 12:21 |
| Q1 2021 | 384 | $403,276,000 | +$5,791,158 | -$7,568,952 | -$1,777,794 | TOTL, MSFT, ARKQ, CSX, JPM | 13F-HR | 14 Apr 2021, 14:18 |
| Q4 2020 | 341 | $377,231,000 | +$8,240,753 | -$2,842,110 | +$5,398,643 | TOTL, MSFT, ARKQ, AAPL, CSX | 13F-HR | 03 Feb 2021, 08:36 |
| Q3 2020 | 317 | $337,119,224 | +$12,602,307 | -$2,469,236 | +$10,133,071 | TOTL, MSFT, ARKQ, AAPL, CSX | 13F-HR | 16 Oct 2020, 12:33 |
| Q2 2020 | 333 | $313,148,011 | +$40,288,160 | -$12,855,808 | +$27,432,352 | TOTL, MSFT, ARKQ, CSX, AAPL | 13F-HR | 22 Jul 2020, 22:05 |
| Q1 2020 | 332 | $250,118,014 | +$21,971,557 | -$19,104,836 | +$2,866,721 | TOTL, MSFT, FLRN, JPM, CSX | 13F-HR | 01 May 2020, 17:03 |
| Q4 2019 | 334 | $319,918,111 | +$4,074,630 | -$6,416,462 | -$2,341,832 | JPM, FLRN, MSFT, CSX, FBT | 13F-HR | 27 Jan 2020, 17:37 |
| Q3 2019 | 348 | $299,731,012 | +$5,371,562 | -$4,209,480 | +$1,162,082 | JPM, FLRN, CSX, MSFT, UTX | 13F-HR | 28 Oct 2019, 17:08 |
| Q2 2019 | 352 | $299,604,000 | +$7,557,927 | -$3,006,928 | +$4,550,999 | FLRN, JPM, CSX, FBT, MSFT | 13F-HR | 01 Aug 2019, 17:28 |
| Q1 2019 | 354 | $292,511,000 | +$11,099,800 | -$8,837,684 | +$2,262,116 | FLRN, CSX, FBT, JPM, UTX | 13F-HR | 08 May 2019, 16:52 |
| Q4 2018 | 384 | $261,610,000 | +$14,868,394 | -$8,765,848 | +$6,102,546 | FLRN, JPM, CSX, FBT, INTC | 13F-HR | 04 Feb 2019, 15:16 |
| Q3 2018 | 395 | $295,049,000 | +$2,962,526 | -$4,577,544 | -$1,615,018 | FLRN, FBT, JPM, CSX, UTX | 13F-HR | 01 Nov 2018, 17:07 |
| Q2 2018 | 396 | $280,759,017 | +$99,379,908 | -$1,649,454 | +$97,730,454 | FLRN, FBT, JPM, CSX, ARKQ | 13F-HR | 10 Aug 2018, 17:01 |
| Q1 2018 | 323 | $197,458,017 | +$10,731,804 | -$2,107,687 | +$8,624,117 | FLRN, FBT, ARKQ, JPM, UTX | 13F-HR | 10 Apr 2018, 16:53 |
| Q4 2017 | 322 | $197,689,033 | +$3,525,632 | -$4,692,095 | -$1,166,463 | FBT, FLRN, JPM, KEY, UTX | 13F-HR | 16 Jan 2018, 08:55 |
| Q3 2017 | 364 | $190,980,053 | +$8,998,913 | -$1,562,257 | +$7,436,656 | FBT, FLRN, JPM, KEY, BMY | 13F-HR | 16 Oct 2017, 10:30 |
| Q2 2017 | 350 | $222,500,014 | +$60,384,761 | -$1,866,098 | +$58,518,663 | FBT, FLRN, ARKQ, JPM, UTX | 13F-HR | 28 Jul 2017, 15:17 |
| Q1 2017 | 324 | $165,886,013 | +$16,318,566 | -$4,086,412 | +$12,232,154 | FLRN, ARKQ, JPM, DIS, KEY | 13F-HR | 19 Apr 2017, 15:31 |
| Q4 2016 | 313 | $168,685,013 | +$11,111,653 | -$6,818,447 | +$4,293,206 | FBT, JPM, CVS, UTX, KEY | 13F-HR | 10 Feb 2017, 17:10 |
| Q3 2016 | 304 | $164,605,000 | +$5,645,236 | -$1,860,827 | +$3,784,409 | FBT, CVS, ARKQ, UTX, JPM | 13F-HR | 25 Oct 2016, 13:11 |
| Q2 2016 | 286 | $166,114,000 | +$2,876,003 | -$1,611,718 | +$1,264,285 | CVS, FBT, BMY, PFF, UTX | Restatement | 14 Jul 2016, 18:09 |
| Q1 2016 | 277 | $160,711,000 | +$5,782,300 | -$2,616,739 | +$3,165,561 | CVS, FBT, BMY, PFF, UTX | 13F-HR | 19 Apr 2016, 18:44 |
| Q4 2015 | 262 | $160,113,000 | +$9,673,829 | -$6,487,956 | +$3,185,873 | FBT, CVS, BMY, PFF, UTX | 13F-HR | 28 Jan 2016, 10:02 |
| Q3 2015 | 242 | $149,195,000 | +$8,164,595 | -$6,465,252 | +$1,699,343 | FBT, CVS, BMY, DIS, PFF | 13F-HR | 28 Oct 2015, 16:35 |
| Q2 2015 | 264 | $171,112,000 | +$16,103,948 | -$4,415,982 | +$11,687,966 | FBT, CVS, UTX, BMY, DIS | 13F-HR | 07 Jul 2015, 16:53 |
| Q1 2015 | 106 | $162,266,000 | +$7,589,106 | -$1,564,048 | +$6,025,058 | FBT, CVS, UTX, BMY, DIS | 13F-HR | 13 Apr 2015, 13:53 |
| Q4 2014 | 248 | $162,287,000 | +$3,050,033 | -$3,627,330 | -$577,297 | CVS, FBT, UTX, BMY, DIS | 13F-HR | 09 Feb 2015, 13:57 |
| Q3 2014 | 270 | $166,472,000 | +$7,108,088 | -$2,727,628 | +$4,380,460 | FBT, CVS, UTX, EMC, DIS | 13F-HR | 28 Oct 2014, 18:56 |
| Q2 2014 | 274 | $164,998,000 | +$10,500,097 | -$2,263,937 | +$8,236,160 | FBT, UTX, CVS, CVX, DIS | 13F-HR | 05 Aug 2014, 14:37 |
| Q1 2014 | 251 | $152,879,000 | +$11,192,002 | -$3,244,128 | +$7,947,874 | UTX, CVS, FBT, BMY, EMC | 13F-HR | 07 May 2014, 11:28 |
| Q4 2013 | 240 | $154,067,000 | $0 | UTX, CVS, FBT, BMY, CVX | 13F-HR | 31 Jan 2014, 14:44 |