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Allodium Investment Consultants, LLC Last Quarter Change: USA Stocks, Reduced

Allodium Investment Consultants, LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Allodium Investment Consultants, LLC opened 2 positions, added to 0, reduced 2, sold out of 0 and left 0 unchanged. The largest increase in value was KLAC (+$374,120); the largest decrease was AAPL (-$24,824).

  • AAPL: Country of operation United States; Class COM; Shares 2026-03-31 1,165; Shares 2026-06-30 936.
  • GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 825; Shares 2026-06-30 619.

Two Form 13F-HR filings compared (SEC CIK 2052983): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-14). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
AAPL
APPLE INC
United StatesCOM1,165936-229$295,665$270,841-$24,824
GOOG
ALPHABET INC
United StatesCAP STK CL C825619-206$236,660$218,711-$17,949

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