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Toth Financial Advisory’s Happen Inc HAPN Stock Holding History

Toth Financial Advisory’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 		$27.7K Buy
+1,875
New +$34.2K ﹤0.01% 464

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
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

Toth Financial Advisory's HAPN Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Happen Inc (HAPN) in Q3 2026: 1,875 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

8 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

  • Toth Financial Advisory held 1,875 shares of Happen Inc worth $27.7K as of Q3 2026.
  • Happen Inc was a new Toth Financial Advisory position in Q3 2026.
  • Happen Inc made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #464 holding.
  • 8 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.