American Institute for Advanced Investment Management, LLP quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, American Institute for Advanced Investment Management, LLP opened 0 positions, added to 1, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was RIO (+$102,011); the largest decrease was SHEL (-$224,130).
- RIO: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 5,765; Shares 2026-06-30 6,740.
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 |