SEC 13F Intelligence

Hfr Wealth Management, LLC / POOL

Hfr Wealth Management, LLC’s Pool Corp Position

Does Hfr Wealth Management, LLC own Pool Corp (POOL)? Not currently — the last reported position was 22.9K shares worth $7M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q2 2024
Shares
22.9K
% of Portfolio
+1.79%
Quarters Held
13
position exited

Position History POOL

Reported value by quarter
Q2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $13MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ2 ’22Q3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $7MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202422.9K$7M+1.79%
Q1 202422.7K$9M+2.32%
Q4 202322.2K$9M+2.40%
Q3 202321.8K$8M+2.27%
Q2 202321.9K$8M+2.28%
Q1 202321.7K$7M+2.11%
Q4 202221.5K$7M+1.89%
Q3 202221.3K$7M+2.22%
Q2 202221.3K$7M+2.26%
Q1 202221.0K$9M+2.35%
Q4 202122.8K$13M+3.24%
Q3 202122.6K$10M+2.86%
Q2 202122.1K$10M+3.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of POOL.