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ALONGSIDE, LLC Last Quarter Change: USA Stocks, Reduced

ALONGSIDE, LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, ALONGSIDE, LLC opened 61 positions, added to 25, reduced 3, sold out of 3 and left 0 unchanged. The largest increase in value was PFDE (+$10,263,242); the largest decrease was META (-$975,000).

  • LLY: Country of operation United States; Class COM; Shares 2025-12-31 1,574; Shares 2026-06-30 1,561.
  • AEE: Country of operation United States; Class COM; Shares 2025-12-31 2,225; Shares 2026-06-30 2,165.
  • WELL: Country of operation United States; Class COM; Shares 2025-12-31 1,621; Shares 2026-06-30 1,305.

Two Form 13F-HR filings compared (SEC CIK 2113496): 2025-12-31 (filed 2026-07-09) and 2026-06-30 (filed 2026-08-14). 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 2025-12-31Shares 2026-06-30Share changeValue 2025-12-31Value 2026-06-30Value change
LLY
ELI LILLY & CO
United StatesCOM1,5741,561-13$1,691,395$1,871,811+$180,416
AEE
AMEREN CORP
United StatesCOM2,2252,165-60$222,227$244,680+$22,453
WELL
WELLTOWER INC
United StatesCOM1,6211,305-316$300,874$296,256-$4,618

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