Gross & Hartman Investments LLC
All 13F Filings
- Location
- Leola, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 231,061
- Description
- —
- Website
- —
- 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 | 11/9/2026 | 75 | 231,061 | 13F-HR | Gross & Hartman Investments LLC |
| Q2 2026 | 8/13/2026 | 80 | 226,400 | 13F-HR | Gross & Hartman Investments LLC |
| Q1 2026 | 5/15/2026 | 72 | 192,323 | 13F-HR | Gross & Hartman Investments LLC |
| Q4 2025 | 5/13/2026 | 71 | 175,451 | 13F-HR | Gross & Hartman Investments LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.48 K | 11.9% | 0 | 1.33 K | -1.33 K |
| ETFs | 203.6 K | 88.1% | 5.99 K | 0 | 5.99 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
231,061
Holdings
75
QoQ value change ($000)
4,661
(2.1%)
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.