Hapanowicz & Associates Financial Services, Inc
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 324,848
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 38 | 324,848 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| Q2 2026 | 7/29/2026 | 37 | 321,484 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| Q1 2026 | 4/28/2026 | 31 | 251,417 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| Q4 2025 | 2/11/2026 | 34 | 255,190 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| Q3 2025 | 11/12/2025 | 34 | 216,603 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
| Q2 2025 | 8/5/2025 | 34 | 198,012 | 13F-HR | Hapanowicz & Associates Financial Services, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.54 K | 17.4% | 0 | 1.995 K | -1.995 K |
| ETFs | 268.3 K | 82.6% | 5.36 K | 0 | 5.36 K |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
324,848
Holdings
38
QoQ value change ($000)
3,364
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.