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Livermore
Livermore
ZHEN

Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

HTD holding history

John Hancock Tax-Advantaged Dividend Income Fund in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTD overviewAll 13F holders of HTDFull Q2 2026 holdings

Shares (Q2 2026)
27,579
Value
$703.0K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of HTD by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,579$703.0K0.3%−43−0.2%ReducedHolders
Q1 202627,622$684.2K0.3%−262−0.9%ReducedHolders
Q4 202527,884$659.7K0.3%−261−0.9%ReducedHolders
Q3 202528,145$698.0K0.3%−63−0.2%ReducedHolders
Q2 202528,208$659.8K0.3%−565−2.0%ReducedHolders
Q1 202528,773$688.5K0.4%−417−1.4%ReducedHolders
Q4 202429,190$642.8K0.3%−574−1.9%ReducedHolders
Q3 202429,764$691.1K0.4%−774−2.5%ReducedHolders
Q2 202430,538$617.2K0.4%−387−1.3%ReducedHolders
Q1 202430,925$608.0K0.4%+249+0.8%AddedHolders
Q4 202330,676$581.9K0.4%+258+0.8%AddedHolders
Q3 202330,418$540.2K0.4%+235+0.8%AddedHolders
Q2 202330,183$615.7K0.4%+19+0.1%AddedHolders
Q1 202330,164$643.1K0.5%−150.0%ReducedHolders
Q4 202230,179$689.9K0.5%+96+0.3%AddedHolders
Q3 202230,083$629.0K0.5%+380+1.3%AddedHolders
Q2 202229,703$682.0K0.6%−374−1.2%ReducedHolders
Q1 202230,077$769.0K0.6%+328+1.1%AddedHolders
Q4 202129,749$778.0K0.6%−80−0.3%ReducedHolders
Q3 202129,829$682.0K0.6%+1,571+5.6%AddedHolders
Q2 202128,258$704.0K0.6%+357+1.3%AddedHolders
Q1 202127,901$655.0K0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.