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Hrtfrd BAL Incm I
Q1 2026 vs Q2 2026
Comparing institutional holders between quarters
Quarters
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2024
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
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Q2 2026 shares — high to low
Q2 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Kelleher Financial Advisors
INCREASED
Shares
1,307
from 648
Change
+659
(+102%)
Value
$19.4K
(+$10.1K)
Filed 2026-08-06
Institution
Status
Q2 2026 ↓
Q1 2026
Change
% Change
Q1 2026 Value
Q2 2026 Value
Value Change
Filed
Kelleher Financial Advisors
INCREASED
1,307
648
+659
+102%
$9.4K
$19.4K
+$10.1K
2026-08-06
Showing 1 of 1 institutions