HAGER INVESTMENT MANAGEMENT SERVICES, LLC
All 13F Filings
- Location
- New London, NH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 211,642
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 11/3/2026 | 353 | 211,642 | 13F-HR/A - RESTATEMENT | HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
| Q3 2026 | 11/3/2026 | 353 | 211,642 | 13F-HR | HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
| Q2 2026 | 7/20/2026 | 352 | 217,408 | 13F-HR | HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
| Q1 2026 | 5/12/2026 | 329 | 181,970 | 13F-HR | HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
| Q4 2025 | 1/22/2026 | 321 | 183,374 | 13F-HR | HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
| Q3 2025 | 11/12/2025 | 291 | 184,999 | 13F-HR | HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
| Q2 2025 | 7/23/2025 | 287 | 167,619 | 13F-HR | HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 206.3 K | 97.5% | 0 | 5.853 K | -5.853 K |
| ETFs | 5.351 K | 2.5% | 94 | 0 | 94 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
211,642
Holdings
353
QoQ value change ($000)
-5,766
(-2.7%)
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.