Advertisement
Screener

Bawa N Mallick Trust Historic Quarter Change: Foreign Funds, Sold Out

Bawa N Mallick Trust historic quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Bawa N Mallick Trust opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2040013), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-03-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-03-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-03-12). 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 2024-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Cresta Advisors, Ltd.United States$0.244B53
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVUnited States$0.244B182
Longitude (Cayman) Ltd.Cayman Islands$0.244B51
O'Connor Financial Group LLCUnited States$0.244B58
JNE Partners LLPUnited Kingdom$0.244B7
Burford Brothers, Inc.United States$0.244B172
GE INVESTMENT MANAGEMENT CORP.United States$0.244B4
Ridgewood Investments LLCUnited States$0.244B208
Orin Green Financial, LLCUnited States$0.244B78
AAF Wealth Management, LLCUnited States$0.244B59