Advertisement
Screener

Bawa N Mallick Trust Historic Quarter Change: USA Other Stocks, Reduced

Bawa N Mallick Trust historic quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 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