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Manager record

Hapanowicz & Associates Financial Services, Inc

Pittsburgh, PA · CIK 1695959 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$321.48MReported 13F valueQ2 2026 · as filed
37Holdings listed
+27.9%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $198.0M$198.0MQ2 202534 holdingsQ3 2025: $216.6M$216.6MQ3 202534 holdingsQ4 2025: $255.2M$255.2MQ4 202534 holdingsQ1 2026: $251.4M$251.4MQ1 202631 holdingsQ2 2026: $321.5M$321.5MQ2 202637 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$321.48M · 37 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$251.42M · 31 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$255.19M · 34 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$216.60M · 34 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$198.01M · 34 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology