• 13F History

Hapanowicz & Associates Financial Services, Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$199M
Signature - Title
Robert Hapanowicz - President
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Hapanowicz & Associates Financial Services, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hapanowicz & Associates Financial Services, Inc reported 28 stock holdings with total value $199M as of Q4 2024. Top holdings included VONG, VONV, SPY, FYX, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 28 $199M +$7.8M -$10.8M -$3.01M VONG, VONV, SPY, FYX, VIG 13F-HR 1/31/2025, 08:01 PM
Q3 2024 29 $199M +$26.4M -$14.3M +$12.1M VONG, VONV, FYX, SPY, VIG 13F-HR 10/30/2024, 11:19 AM
Q2 2024 30 $175M +$12.6M -$13.3M -$677K VONG, VONV, FYX, IWS, VIG 13F-HR 7/26/2024, 05:03 PM
Q1 2024 31 $175M +$2.65M -$1.66M +$989K VONG, VONV, FYX, IWS, VIG 13F-HR 5/8/2024, 10:22 AM
Q4 2023 31 $162M +$5.8M -$655K +$5.14M VONG, VONV, FYX, IWS, VIG 13F-HR 1/31/2024, 03:54 PM
Q3 2023 29 $141M +$3.37M -$5.46M -$2.09M VONG, VONV, FYX, IWS, VIG 13F-HR 10/25/2023, 09:50 PM
Q2 2023 33 $150M +$1.66M -$5.54M -$3.88M VONG, VONV, IWS, FYX, VIG 13F-HR 7/28/2023, 01:58 PM
Q1 2023 29 $145M +$2.03M +$2.03M VONG, VONV, IWS, FYX, VIG 13F-HR 4/27/2023, 09:05 PM
Q4 2022 30 $138M +$23.1M -$1.55M +$21.6M VONV, VONG, IWS, FYX, VIG 13F-HR 1/27/2023, 05:08 PM
Q3 2022 27 $108M +$6.15M -$1.14M +$5.01M VONG, VONV, IWS, FYX, VOT 13F-HR 10/20/2022, 06:49 PM
Q2 2022 29 $128M +$13.2M -$82M -$68.8M VONG, VONV, IWS, FYX, BIV 13F-HR 7/15/2022, 06:11 PM
Q1 2022 26 $218M +$5.33M -$265K +$5.06M BSV, VONV, VONG, IWS, FYX 13F-HR 4/21/2022, 08:02 PM
Q4 2021 33 $225M +$10.6M -$1.49M +$9.07M BSV, VONV, VONG, IWS, FYX 13F-HR 2/10/2022, 03:16 PM
Q3 2021 30 $232M +$7.67M -$343K +$7.33M BSV, VONV, VONG, IWS, FYX 13F-HR 10/18/2021, 10:47 AM
Q2 2021 30 $227M +$44.6M -$2.2M +$42.4M BSV, VONV, VONG, IWS, EFV 13F-HR 7/20/2021, 09:49 PM
Q1 2021 29 $210M +$15.9M -$6.38M +$9.47M BSV, VONV, VONG, IWS, FYX 13F-HR 4/29/2021, 11:04 AM
Q4 2020 35 $193M +$14M -$7.48M +$6.56M BSV, VONG, VONV, FYX, IWS 13F-HR 2/1/2021, 05:34 PM
Q3 2020 30 $170M +$8.26M -$3.16M +$5.1M BSV, VONG, VONV, FYX, EFV 13F-HR 10/28/2020, 08:44 PM
Q2 2020 18 $159M +$13.4M -$11.9M +$1.42M BSV, VONG, VONV, FYX, EFV 13F-HR 7/30/2020, 09:44 PM
Q1 2020 18 $140M +$10.7M -$11.4M -$729K BSV, VONG, VONV, EFV, FYX 13F-HR 4/23/2020, 04:29 PM
Q4 2019 22 $166M +$4.44M -$1.67M +$2.77M BSV, VONV, VONG, EFV, IWS 13F-HR 1/17/2020, 02:59 PM
Q3 2019 16 $157M +$30.1M -$876K +$29.2M BSV, VONV, VONG, EFV, IWS 13F-HR 10/28/2019, 04:54 PM
Q2 2019 18 $152M +$3.11M -$3.7M -$587K BSV, VONV, VONG, BIV, EFV 13F-HR 7/29/2019, 11:52 AM
Q1 2019 19 $149M +$7.56M -$3.48M +$4.08M BSV, VONV, VONG, BIV, EFV 13F-HR 4/18/2019, 08:02 AM
Q4 2018 18 $134M +$3.2M -$4.22M -$1.02M BSV, VONV, VONG, BIV, EFV 13F-HR 2/5/2019, 05:58 AM
Q3 2018 17 $149M +$8.53M -$6.52M +$2M BSV, VONV, VONG, BIV, EFV 13F-HR 10/17/2018, 04:53 PM
Q2 2018 16 $143M +$3.7M -$38.3K +$3.66M BSV, VONV, VONG, BIV, EFV 13F-HR 7/19/2018, 03:34 PM
Q1 2018 15 $136M +$5.31M +$5.31M BSV, VONV, VONG, BIV, EFV 13F-HR 4/17/2018, 05:06 PM
Q4 2017 14 $137M +$1.82M -$235K +$1.59M BSV, VONV, VONG, EFV, BIV 13F-HR 1/24/2018, 05:22 PM
Q3 2017 14 $130M +$10.3M -$5.17K +$10.3M BSV, VONV, VONG, BIV, EFV 13F-HR 11/6/2017, 04:23 PM
Q2 2017 19 $119M +$10.6M -$4.34M +$6.24M BSV, VONV, VONG, BIV, EFV 13F-HR 7/27/2017, 05:33 PM
Q1 2017 21 $113M +$10.3M -$1.59M +$8.69M BSV, VONV, VONG, BIV, FYX 13F-HR 5/1/2017, 09:57 PM
Q4 2016 19 $107M BSV, VONV, VONG, BIV, IWS 13F-HR 2/3/2017, 07:52 PM