Number of Shares
39,217
Previous 38,775 1.14%
Holding current value
$4.47 Billion
Previous $4.37 Billion 2.2%
% of portfolio
3.83%
Previous 3.91%

Shares

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

Nov 17, 2025

BUY
N/A
442 Added 1.14%
39,217 $4.47 Billion
Q2 2025

Aug 18, 2025

BUY
N/A
38,775 New
38,775 $4.37 Billion
Track This Portfolio

Track Hershey Financial Advisers, LLC Portfolio

Follow Hershey Financial Advisers, 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 Hershey Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hershey Financial Advisers, LLC with notifications on news.