Back to HTD
Hixon Zuercher, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
5
Latest value
$6.4M
Q3 2026
Peak value
$11.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.3M |
| Q4 2025 | $9.5M |
| Q1 2026 | $9.9M |
| Q2 2026 | $11.5M |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 89.6K | — | — |
| Q2 2026 | $11.5M | 152.8K | — | — |
| Q1 2026 | $9.9M | 147.6K | — | — |
| Q4 2025 | $9.5M | 144.9K | — | — |
| Q3 2025 | $9.3M | 144.5K | — | — |
Other funds holding HTD
$285.1M
$225.8M