Amicus Financial Advisors, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Amicus Financial Advisors, LLC opened 7 positions, added to 8, reduced 6 and sold out of 6.
- Q2 2026: Stock KLAC; Country of operation United States; Class Stock; Shares before 174.
- Q1 2026: Stock XOMXXXX; Country of operation —; Class Stock; Shares before 4,005.
- Q1 2026: Stock BLKB; Country of operation United States; Class Stock; Shares before 17,589.
- Q1 2026: Stock MSFT; Country of operation United States; Class Stock; Shares before 1,090.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2113629), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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