SEC 13F Intelligence

Hfr Wealth Management, LLC / TR

Hfr Wealth Management, LLC’s Tootsie Roll Inds Inc Position

Does Hfr Wealth Management, LLC own Tootsie Roll Inds Inc (TR)? Yes289.7K shares worth $12M (+3.04% of its 13F portfolio) as of Q1 2026, down from 293.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
289.7K
% of Portfolio
+3.04%
Quarters Held
20
currently held

Position History TR

Reported value by quarter
Q2 ’21: $12MQ2 ’21Q3 ’21: $11MQ4 ’21: $13MQ1 ’22: $13MQ1 ’22Q2 ’22: $12MQ3 ’22: $11MQ4 ’22: $14,133Q4 ’22Q1 ’23: $14,077Q2 ’23: $8,969Q3 ’23: $7,582Q3 ’23Q4 ’23: $8,542Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $10MQ3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026289.7K$12M+3.04%
Q4 2025293.7K$11M+2.54%
Q3 2025294.2K$12M+2.83%
Q2 2025293.0K$10M+2.37%
Q1 2025286.1K$9M+2.19%
Q4 2024281.3K$9M+2.25%
Q3 2024279.7K$9M+2.10%
Q2 2024273.6K$8M+2.13%
Q1 2024262.5K$8M+2.13%
Q4 2023257.0K$8,542+2.32%
Q3 2023253.9K$7,582+2.22%
Q2 2023253.3K$8,969+2.49%
Q1 2023313.4K$14,077+4.00%
Q4 2022332.0K$14,133+4.10%
Q3 2022343.7K$11M+3.73%
Q2 2022349.4K$12M+3.73%
Q1 2022363.0K$13M+3.36%
Q4 2021355.6K$13M+3.23%
Q3 2021353.4K$11M+3.13%
Q2 2021348.0K$12M+3.55%

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 TR.