Advertisement
Screener

Arkfeld Wealth Strategies, L.L.C. Historic Quarter Change: Foreign Stocks, Added

Arkfeld Wealth Strategies, L.L.C. historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Arkfeld Wealth Strategies, L.L.C. opened 8 positions, added to 22, reduced 20 and sold out of 5.

  • Q2 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,294.
  • Q1 2026: Stock SHEL; Country of operation —; Class SPON ADS; Shares before 6,300.
  • Q1 2026: Stock BP; Country of operation —; Class SPONSORED ADR; Shares before 6,418.
  • Q1 2026: Stock JD; Country of operation —; Class SPON ADS CL A; Shares before 12,742.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1789382), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026TSM
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS1,2941,419+125$485,202$640,876+$155,6742026-07-10
Q1 2026SHEL
SHELL PLC
SPON ADS6,3006,333+33$450,723$568,981+$118,2582026-04-17
Q1 2026BP
BP PLC
SPONSORED ADR6,4186,486+68$216,090$299,150+$83,0602026-04-17
Q1 2026JD
JD.COM INC
SPON ADS CL A12,74212,743+1$369,900$401,022+$31,1222026-04-17
Q4 2025KOF
COCA-COLA FEMSA SAB DE CV
SPONS ADS REP30,56930,810+241$2,483,416$2,917,136+$433,7202026-01-12
Q4 2025SHEL
SHELL PLC
SPON ADS6,2596,300+41$458,227$450,723-$7,5042026-01-12
Q4 2025BP
BP PLC
SPONSORED ADR6,3216,418+97$215,922$216,090+$1682026-01-12
Q3 2025KOF
COCA-COLA FEMSA SAB DE CV
SPONS ADS REP10,43630,569+20,133$1,022,659$2,483,416+$1,460,7572025-11-05
Q3 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS1,0021,313+311$229,628$383,507+$153,8792025-11-05
Q3 2025JD
JD.COM INC
SPON ADS CL A10,47212,744+2,272$335,313$451,138+$115,8252025-11-05
Q3 2025SHEL
SHELL PLC
SPON ADS6,2186,259+41$434,158$458,227+$24,0692025-11-05
Q3 2025NOK
NOKIA CORP
SPONSORED ADR21,36925,369+4,000$109,623$124,308+$14,6852025-11-05
Q2 2025SHEL
SHELL PLC
SPON ADS6,1776,218+41$394,654$434,158+$39,5042025-07-10
Q2 2025NOK
NOKIA CORP
SPONSORED ADR21,32021,369+49$105,108$109,623+$4,5152025-07-10
Q1 2025SHEL
SHELL PLC
SPON ADS6,1376,177+40$398,688$394,654-$4,0342025-04-11
Q4 2024NOK
NOKIA CORP
SPONSORED ADR17,32021,320+4,000$75,342$95,300+$19,9582025-01-21
Q4 2024SHEL
SHELL PLC
SPON ADS6,0926,137+45$417,378$398,688-$18,6902025-01-21
Q4 2024SUZ
SUZANO S A
SPON ADS105,752105,932+180$1,083,958$1,077,328-$6,6302025-01-21
Q3 2024SHEL
SHELL PLC
SPON ADS6,0536,092+39$440,187$417,378-$22,8092024-10-15
Q2 2024BP
BP PLC
SPONSORED ADR5,7955,864+69$228,441$214,344-$14,0972024-07-10
Q2 2024SHEL
SHELL PLC
SPON ADS6,0166,053+37$437,027$440,187+$3,1602024-07-10
Q1 2024SHEL
SHELL PLC
SPON ADS5,9766,016+40$381,867$437,027+$55,1602024-04-15

Similar Firms

Firm NameCountry13F ValueHoldings
Hutchens & Kramer Investment Management Group, LLCUnited States$0.317B149
Interchange Capital Partners, LLCUnited States$0.317B309
Gerald Baker Financial Group LLCUnited States$0.316B114
MTM Investment Management, LLCUnited States$0.316B709
MARS JEWETT FINANCIAL GROUP, INC.United States$0.316B37
KHIS Custodian LPUnited States$0.316B1
C Partners Holding GmbHSwitzerland$0.317B8
Keewaydin Investments LLCUnited States$0.317B16
Waterford Advisors, LLCUnited States$0.315B57
CISCO SYSTEMS, INC.United States$0.317B3