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Farther Finance Advisors’s Happen Inc HAPN Stock Holding History

Farther Finance Advisors’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.9K Buy
1,552
+23
+2% +$419 ﹤0.01% 4040
2026
Q2 		$31.7K Hold
1,529
– – ﹤0.01% 3616
2026
Q1 		$21.9K Sell
1,529
-43
-3% -$720 ﹤0.01% 3599
2025
Q4 		$29.8K Buy
1,572
+47
+3% +$830 ﹤0.01% 3153
2025
Q3 		$23.2K Buy
1,525
+139
+10% +$2.11K ﹤0.01% 2945
2025
Q2 		$16.7K Buy
1,386
+27
+2% +$280 ﹤0.01% 2790
2025
Q1 		$14.3K Sell
1,359
-144
-10% -$1.93K ﹤0.01% 2557
2024
Q4 		$24.3K Sell
1,503
-30
-2% -$442 ﹤0.01% 2002
2024
Q3 		$17.5K Hold
1,533
– – ﹤0.01% 2144
2024
Q2 		$12.8K Buy
1,533
+320
+26% +$2.74K ﹤0.01% 1972
2024
Q1 		$10.6K Buy
1,213
+55
+5% +$461 ﹤0.01% 1741
2023
Q4 		$10.1K Buy
+1,158
New +$7.28K ﹤0.01% 1602

Other funds holding HAPN

MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors's HAPN Position: Q3 2026 in Review

Farther Finance Advisors increased its Happen Inc (HAPN) stake by 1.5% in Q3 2026, buying an estimated $419 and bringing the position to 1,552 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4040.

Farther Finance Advisors first reported a position in HAPN in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.7K in Q2 2026. 9 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • Farther Finance Advisors held 1,552 shares of Happen Inc worth $22.9K as of Q3 2026.
  • Farther Finance Advisors bought 23 Happen Inc shares in Q3 2026, an estimated $419.
  • Happen Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4040 holding.
  • Farther Finance Advisors first reported a position in Happen Inc in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Happen Inc position peaked at $31.7K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.