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GRIMES & Co WEALTH MANAGEMENT, LLC → HTD
GRIMES & Co WEALTH MANAGEMENT, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
8
Latest value
$5.5M
Q3 2026
Peak value
$135.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $126.4M |
| Q4 2025 | $5.1M |
| Q1 2026 | $121.8M |
| Q1 2026 | $5.2M |
| Q2 2026 | $135.1M |
| Q2 2026 | $5.8M |
| Q3 2026 | $117M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 77.4K | — | — |
| Q3 2026 | $117M | 1.31M | — | — |
| Q2 2026 | $5.8M | 77.7K | — | — |
| Q2 2026 | $135.1M | 1.52M | — | — |
| Q1 2026 | $5.2M | 77.7K | — | — |
| Q1 2026 | $121.8M | 1.56M | — | — |
| Q4 2025 | $5.1M | 77.7K | — | — |
| Q4 2025 | $126.4M | 1.58M | — | — |
Other funds holding HTD
$285.1M
$225.8M