Activest Wealth Management quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Activest Wealth Management opened 1 positions, added to 0, reduced 0, sold out of 4 and left 0 unchanged. The largest increase in value was GATES INDL CORP PLC ($0); the largest decrease was BERKSHIRE HATHAWAY INC DEL (-$718,140).
- BERKSHIRE HATHAWAY INC DEL: Country of operation United States; Class CL A; Shares 2026-03-31 1; Shares 2026-06-30 0.
- CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 4,286; Shares 2026-06-30 0.
- ERNEXA THERAPEUTICS INC: Country of operation United States; Class COM; Shares 2026-03-31 3; Shares 2026-06-30 0.
- ORIENTAL CULTURE HOLDING LTD: Country of operation —; Class ORD SHS NEW; Shares 2026-03-31 0; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1883134): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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