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Evensky & Katz LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
10
Latest value
$32.5M
Q3 2026
Peak value
$35.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $34.1M |
| Q4 2025 | $1.8M |
| Q4 2025 | $35.2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $33.7M |
| Q2 2026 | $2.1M |
| Q2 2026 | $33.5M |
| Q3 2026 | $1.9M |
| Q3 2026 | $32.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.5M | 732.3K | — | — |
| Q3 2026 | $1.9M | 42.9K | — | — |
| Q2 2026 | $33.5M | 753.6K | — | — |
| Q2 2026 | $2.1M | 42.9K | — | — |
| Q1 2026 | $33.7M | 794.3K | — | — |
| Q1 2026 | $1.8M | 42.8K | — | — |
| Q4 2025 | $35.2M | 846.6K | — | — |
| Q4 2025 | $1.8M | 43.8K | — | — |
| Q3 2025 | $34.1M | 853.6K | — | — |
| Q3 2025 | $1.8M | 43.7K | — | — |
Other funds holding HTD
$285.1M
$225.8M
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