Stammdaten
Unternehmen & Branche
| Name | HC PropTech Partners III LLC |
|---|---|
| Ticker | – |
| CIK | 0001844075 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 3485 N. PINES WAY, SUITE 110, 83014 WILSON, WY |
| Telefon | 8474777963 |
| EIN (IRS) | 86-1773739 |
Listing & Historie
| Fiskaljahr-Ende | 31.12. |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 4029 von typischerweise 8431 Fonds (48 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Cerity Partners LLC | 233.525 | 0 | 233.525 | 770.633 | Neu | +100,0% | |
| STATE STREET CORP | 202.535 | 0 | 202.535 | 668.366 | Neu | +100,0% | |
| BlackRock, Inc. | 54.434 | 0 | 54.434 | 179.632 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 41.047 | 0 | 41.047 | 135.455 | Neu | +100,0% | |
| UBS Group AG | 24.980 | 0 | 24.980 | 82.434 | Neu | +100,0% | |
| Russell Investments Group, Ltd. | 23.806 | 0 | 23.806 | 78.560 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 21.565 | 0 | 21.565 | 71.165 | Neu | +100,0% | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17.987 | 0 | 17.987 | 59.357 | Neu | +100,0% | |
| MORGAN STANLEY | 11.531 | 0 | 11.531 | 38.053 | Neu | +100,0% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 11.531 | 0 | 11.531 | 38.052 | Neu | +100,0% | |
| FMR LLC | 9.057 | 0 | 9.057 | 29.888 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 4.376 | 0 | 4.376 | 14.437 | Neu | +100,0% | |
| Tower Research Capital LLC (TRC) | 3.743 | 0 | 3.743 | 12.352 | Neu | +100,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 2.633 | 0 | 2.633 | 8.689 | Neu | +100,0% | |
| Larson Financial Group LLC | 2.058 | 0 | 2.058 | 6.791 | Neu | +100,0% | |
| CITIGROUP INC | 1.867 | 163 | 1.704 | 6.273 | Aufgestockt | +1045,4% | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.524 | 0 | 1.524 | 5.029 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 1.465 | 0 | 1.465 | 4.805 | Neu | +100,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.452 | 0 | 1.452 | 4.792 | Neu | +100,0% | |
| BARCLAYS PLC | 1.327 | 0 | 1.327 | 4.379 | Neu | +100,0% | |
| VANGUARD FIDUCIARY TRUST CO | 1.280 | 0 | 1.280 | 4.224 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 1.192 | 0 | 1.192 | 3.934 | Neu | +100,0% | |
| SBI Securities Co., Ltd. | 553 | 553 | 0 | 1.858 | Unverändert | 0,0% | |
| CWM, LLC | 410 | 0 | 410 | 1.353 | Neu | +100,0% | |
| Ameritas Investment Partners, Inc. | 322 | 0 | 322 | 1.063 | Neu | +100,0% | |
| Legal & General Group Plc | 324 | 0 | 324 | 1.061 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 360 | 0 | 360 | 1.000 | Neu | +100,0% | |
| True Wealth Design, LLC | 223 | 1 | 222 | 750 | Aufgestockt | +22200,0% | |
| Sterling Capital Management LLC | 182 | 0 | 182 | 601 | Neu | +100,0% | |
| EverSource Wealth Advisors, LLC | 114 | 37 | 77 | 383 | Aufgestockt | +208,1% | |
| Farther Finance Advisors, LLC | 112 | 0 | 112 | 378 | Neu | +100,0% | |
| GAMMA Investing LLC | 76 | 76 | 0 | 255 | Unverändert | 0,0% | |
| Essential Partners LLC | 66 | 0 | 66 | 218 | Neu | +100,0% | |
| SJS Investment Consulting Inc. | 24 | 0 | 24 | 81 | Neu | +100,0% | |
| Transamerica Financial Advisors, LLC | 22 | 0 | 22 | 72 | Neu | +100,0% | |
| IFP Advisors, Inc | 8 | 9 | -1 | 27 | Reduziert | -11,1% | |
| Allworth Financial LP | 7 | 0 | 7 | 24 | Neu | +100,0% | |
| Fortitude Family Office, LLC | 4 | 0 | 4 | 13 | Neu | +100,0% | |
| Root Financial Partners, LLC | 3 | 0 | 3 | 10 | Neu | +100,0% | |
| ROTHSCHILD INVESTMENT LLC | 3 | 0 | 3 | 10 | Neu | +100,0% | |
| MAI Capital Management | 1 | 0 | 1 | 4 | Neu | +100,0% | |
| Sunbelt Securities, Inc. | 1 | 0 | 1 | 3 | Neu | +100,0% | |
| Caitong International Asset Management Co., Ltd | 1 | 0 | 1 | 3 | Neu | +100,0% | |
| Arax Advisory Partners | 1 | 0 | 1 | 3 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 4029 von typischerweise 8431 Fonds (48 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC | 1.867 | 163 | +1045,4% | 6.273 | 62,62 | 100 % | 8 Q |
| SBI Securities Co., Ltd. | 553 | 553 | 0,0% | 1.858 | 18,55 | 100 % | 7 Q |
| True Wealth Design, LLC | 223 | 1 | +22200,0% | 750 | 7,49 | 0 % | 4 Q |
| EverSource Wealth Advisors, LLC | 114 | 37 | +208,1% | 383 | 3,82 | 100 % | 3 Q |
| Farther Finance Advisors, LLC | 112 | 0 | +100,0% | 378 | 3,77 | 0 % | 1 Q |
| GAMMA Investing LLC | 76 | 76 | 0,0% | 255 | 2,55 | 100 % | 2 Q |
| SJS Investment Consulting Inc. | 24 | 0 | +100,0% | 81 | 0,81 | 0 % | 1 Q |
| IFP Advisors, Inc | 8 | 9 | -11,1% | 27 | 0,27 | 100 % | 3 Q |
| Fortitude Family Office, LLC | 4 | 0 | +100,0% | 13 | 0,13 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 9 | 0,0 | 0 |
| 31.03.2026 | ✓ | 41 | 0,7 | 2 |
| 31.12.2025 | ✓ | 35 | 0,7 | 2 |
| 30.09.2025 | ✓ | 37 | 0,3 | 2 |
| 30.06.2025 | ✓ | 28 | 0,3 | 2 |
| 31.03.2025 | ✓ | 14 | 0,5 | 4 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17.987 | 59.357 |
| Larson Financial Group LLC | 2.058 | 6.791 |
| VANGUARD FIDUCIARY TRUST CO | 1.280 | 4.224 |
| GAMMA Investing LLC | 76 | 251 |
| Transamerica Financial Advisors, LLC | 22 | 72 |
| ROTHSCHILD INVESTMENT LLC | 3 | 10 |
| Root Financial Partners, LLC | 3 | 10 |
| MAI Capital Management | 1 | 4 |
| Caitong International Asset Management Co., Ltd | 1 | 3 |
| Arax Advisory Partners | 1 | 3 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| UBS Group AG | 24.980 | 8.910 | +55.4 % | 82.434 |
| NORTHERN TRUST CORP | 21.565 | 4.397 | +25.6 % | 71.165 |
| Russell Investments Group, Ltd. | 23.806 | 4.166 | +21.2 % | 78.560 |
| FMR LLC | 9.057 | 1.192 | +15.2 % | 29.888 |
| BlackRock, Inc. | 54.434 | 1.027 | +1.9 % | 179.632 |
| Tower Research Capital LLC (TRC) | 3.743 | 844 | +29.1 % | 12.352 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.452 | 703 | +93.9 % | 4.792 |
| GEODE CAPITAL MANAGEMENT, LLC | 41.047 | 491 | +1.2 % | 135.455 |
| Cerity Partners LLC | 233.525 | 205 | +0.1 % | 770.633 |
| CITIGROUP INC | 163 | 78 | +91.8 % | 538 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| BARCLAYS PLC | 1.327 | -3.806 | -74.1 % | 4.379 |
| JPMORGAN CHASE & CO | 1.465 | -2.731 | -65.1 % | 4.805 |
| WELLS FARGO & COMPANY/MN | 1.192 | -2.344 | -66.3 % | 3.934 |
| RHUMBLINE ADVISERS | 4.376 | -1.054 | -19.4 % | 14.437 |
| MORGAN STANLEY | 11.531 | -664 | -5.4 % | 38.053 |
| BNP PARIBAS FINANCIAL MARKETS | 2.633 | -116 | -4.2 % | 8.689 |
| Essential Partners LLC | 66 | -81 | -55.1 % | 218 |
| ROYAL BANK OF CANADA | 360 | -67 | -15.7 % | 1.000 |
| Sterling Capital Management LLC | 182 | -36 | -16.5 % | 601 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 03.04.2024 | PropTech Partners III LLC (+3) | Passiv (13G) | 6,70 % | 2.130.693 | Neu |