Hartmann Taylor Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Hartmann Taylor Wealth Management, LLC

  • $139 Billion
  • Q3 2025
Number of Shares
307,904
Previous 287,133 7.23%
Holding current value
$10.7 Billion
Previous $9.6 Billion 11.34%
% of portfolio
7.68%
Previous 8.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
20,771 Added 7.23%
307,904 $10.7 Billion
Q2 2025

Jul 15, 2025
SELL
N/A
-4,451 Reduced 1.53%
287,133 $9.6 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
291,584 New
291,584 $9.03 Billion
Track This Portfolio

Track Hartmann Taylor Wealth Management, LLC Portfolio

Follow Hartmann Taylor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hartmann Taylor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hartmann Taylor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email