American Institute for Advanced Investment Management, LLP quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, American Institute for Advanced Investment Management, LLP opened 3 positions, added to 9, reduced 24, sold out of 2 and left 21 unchanged. The largest increase in value was MU (+$655,636); the largest decrease was GLD (-$461,759).
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 990; Shares 2026-06-30 1,180.
- KLAC: Country of operation United States; Class COM NEW; Shares 2026-03-31 170; Shares 2026-06-30 2,090.
- IRM: Country of operation United States; Class COM; Shares 2026-03-31 2,790; Shares 2026-06-30 2,815.
- TSLA: Country of operation United States; Class COM; Shares 2026-03-31 1,117; Shares 2026-06-30 1,122.
Two Form 13F-HR filings compared (SEC CIK 1805824): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-22). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Pathfinder Wealth Consulting, Inc. | United States | $0.154B | 163 |
| Rare Wolf Capital LLC | United States | $0.154B | 128 |
| Stonekeep Investments, LLC | United States | $0.154B | 66 |
| NDWM LLC | United States | $0.154B | 38 |
| STEINBERG ASSET MANAGEMENT LLC | United States | $0.154B | 40 |
| PERSPECTIVE WEALTH ADVISORS LLC | United States | $0.154B | 55 |
| ALBERT D MASON INC | United States | $0.154B | 129 |
| LEIGH BALDWIN & CO., LLC | United States | $0.154B | 163 |
| Grantvest Financial Group LLC | United States | $0.154B | 213 |
| Collar Capital Management, LLC | United States | $0.155B | 72 |