Allodium Investment Consultants, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Allodium Investment Consultants, LLC opened 5 positions, added to 2, reduced 4 and sold out of 2.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 1,165.
- Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 825.
- Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 680.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 1,512.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2052983), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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