MWM
HAPN icon

Maltin Wealth Management’s Happen Inc HAPN Stock Holding History

Maltin Wealth Management’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 		$1.16M Hold
78,279
– – 0.38% 62
2026
Q2 		$1.62M Buy
78,279
+68,279
+683% +$1.16M 0.54% 49
2026
Q1 		$143K Hold
10,000
– – 0.05% 133
2025
Q4 		$189K Hold
10,000
– – 0.08% 131
2025
Q3 		$152K Hold
10,000
– – 0.06% 130
2025
Q2 		$120K Hold
10,000
– – 0.05% 127
2025
Q1 		$103K Hold
10,000
– – 0.05% 129
2024
Q4 		$162K Hold
10,000
– – 0.08% 128
2024
Q3 		$114K Hold
10,000
– – 0.06% 124
2024
Q2 		$84.6K Hold
10,000
– – 0.05% 118
2024
Q1 		$87.9K Hold
10,000
– – 0.05% 119
2023
Q4 		$87.4K Buy
+10,000
New +$62.8K 0.06% 115

Other funds holding HAPN

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Maltin Wealth Management's HAPN Position: Q3 2026 in Review

Maltin Wealth Management held its Happen Inc (HAPN) position steady in Q3 2026 at 78,279 shares worth $1.16M. The position accounts for 0.38% of the portfolio, ranked #62.

Maltin Wealth Management first reported a position in HAPN in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q2 2026. 8 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • Maltin Wealth Management held 78,279 shares of Happen Inc worth $1.16M as of Q3 2026.
  • Maltin Wealth Management left its Happen Inc share count unchanged in Q3 2026.
  • Happen Inc made up 0.38% of Maltin Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Maltin Wealth Management first reported a position in Happen Inc in Q4 2023 and has held it in 12 quarters since.
  • Maltin Wealth Management's Happen Inc position peaked at $1.62M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.