Bawa N Mallick Trust historic quarter change: Foreign Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cresta Advisors, Ltd. | United States | $0.244B | 53 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | United States | $0.244B | 182 |
| Longitude (Cayman) Ltd. | Cayman Islands | $0.244B | 51 |
| O'Connor Financial Group LLC | United States | $0.244B | 58 |
| JNE Partners LLP | United Kingdom | $0.244B | 7 |
| Burford Brothers, Inc. | United States | $0.244B | 172 |
| GE INVESTMENT MANAGEMENT CORP. | United States | $0.244B | 4 |
| Ridgewood Investments LLC | United States | $0.244B | 208 |
| Orin Green Financial, LLC | United States | $0.244B | 78 |
| AAF Wealth Management, LLC | United States | $0.244B | 59 |