Blue Barn Wealth, LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2023-12-31 to 2025-12-31, Blue Barn Wealth, LLC opened 12 positions, added to 32, reduced 27 and sold out of 17.
- Q3 2025: Stock ULXXXX; Country of operation —; Class SPON ADR NEW; Shares before 5,381.
- Q3 2025: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 1,970.
- Q3 2025: Stock NVS; Country of operation —; Class SPONSORED ADR; Shares before 2,185.
- Q2 2025: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 1,836.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1879206), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2021-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | ULXXXX
UNILEVER PLC | | SPON ADR NEW | 5,381 | 6,663 | +1,282 | $329,156 | $394,983 | +$65,827 | 2025-11-14 |
|---|
| Q3 2025 | SE
SEA LTD | Singapore | SPONSORD ADS | 1,970 | 1,988 | +18 | $315,082 | $355,315 | +$40,233 | 2025-11-14 |
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| Q3 2025 | NVS
NOVARTIS AG | | SPONSORED ADR | 2,185 | 2,277 | +92 | $264,407 | $292,002 | +$27,595 | 2025-11-14 |
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| Q2 2025 | SE
SEA LTD | Singapore | SPONSORD ADS | 1,836 | 1,970 | +134 | $239,580 | $315,082 | +$75,502 | 2025-08-05 |
|---|
| Q2 2025 | BBVA
BANCO BILBAO VIZCAYA ARGENTA | | SPONSORED ADR | 13,669 | 13,947 | +278 | $186,172 | $214,365 | +$28,193 | 2025-08-05 |
|---|
| Q2 2025 | RELX
RELX PLC | | SPONSORED ADR | 4,965 | 5,100 | +135 | $250,286 | $277,134 | +$26,848 | 2025-08-05 |
|---|
| Q2 2025 | SONY
SONY GROUP CORP | | SPONSORED ADR | 19,371 | 19,662 | +291 | $491,830 | $511,802 | +$19,972 | 2025-08-05 |
|---|
| Q2 2025 | ULXXXX
UNILEVER PLC | | SPON ADR NEW | 5,324 | 5,381 | +57 | $317,044 | $329,156 | +$12,112 | 2025-08-05 |
|---|
| Q2 2025 | MUFG
MITSUBISHI UFJ FINL GROUP IN | | SPONSORED ADS | 21,327 | 21,727 | +400 | $290,687 | $298,094 | +$7,407 | 2025-08-05 |
|---|
| Q1 2025 | LYG
LLOYDS BANKING GROUP PLC | | SPONSORED ADR | 74,161 | 89,547 | +15,386 | $201,718 | $342,070 | +$140,352 | 2025-05-09 |
|---|
| Q1 2025 | MUFG
MITSUBISHI UFJ FINL GROUP IN | | SPONSORED ADS | 16,628 | 21,327 | +4,699 | $194,880 | $290,687 | +$95,807 | 2025-05-09 |
|---|
| Q1 2025 | SONY
SONY GROUP CORP | | SPONSORED ADR | 19,086 | 19,371 | +285 | $403,860 | $491,830 | +$87,970 | 2025-05-09 |
|---|
| Q1 2025 | BBVA
BANCO BILBAO VIZCAYA ARGENTA | | SPONSORED ADR | 10,244 | 13,669 | +3,425 | $99,572 | $186,172 | +$86,600 | 2025-05-09 |
|---|
| Q1 2025 | NVS
NOVARTIS AG | | SPONSORED ADR | 2,160 | 2,186 | +26 | $210,190 | $243,695 | +$33,505 | 2025-05-09 |
|---|
| Q4 2024 | NVO
NOVO-NORDISK A S | | ADR | 6,558 | 6,609 | +51 | $780,861 | $568,506 | -$212,355 | 2025-02-06 |
|---|
| Q4 2024 | MUFG
MITSUBISHI UFJ FINL GROUP IN | | SPONSORED ADS | 10,444 | 16,628 | +6,184 | $106,320 | $194,880 | +$88,560 | 2025-02-06 |
|---|
| Q4 2024 | SONY
SONY GROUP CORP | | SPONSORED ADR | 3,792 | 19,086 | +15,294 | $366,193 | $403,860 | +$37,667 | 2025-02-06 |
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| Q4 2024 | NVS
NOVARTIS AG | | SPONSORED ADR | 2,108 | 2,160 | +52 | $242,462 | $210,190 | -$32,272 | 2025-02-06 |
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| Q4 2024 | ULXXXX
UNILEVER PLC | | SPON ADR NEW | 4,975 | 5,373 | +398 | $323,176 | $304,649 | -$18,527 | 2025-02-06 |
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| Q4 2024 | RELX
RELX PLC | | SPONSORED ADR | 4,875 | 4,970 | +95 | $231,368 | $225,737 | -$5,631 | 2025-02-06 |
|---|
| Q3 2024 | NVO
NOVO-NORDISK A S | | ADR | 6,435 | 6,558 | +123 | $918,532 | $780,861 | -$137,671 | 2024-10-17 |
|---|
| Q3 2024 | LYG
LLOYDS BANKING GROUP PLC | | SPONSORED ADR | 56,133 | 82,449 | +26,316 | $153,243 | $257,241 | +$103,998 | 2024-10-17 |
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| Q3 2024 | ULXXXX
UNILEVER PLC | | SPON ADR NEW | 4,339 | 4,975 | +636 | $238,602 | $323,176 | +$84,574 | 2024-10-17 |
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| Q3 2024 | SONY
SONY GROUP CORP | | SPONSORED ADR | 3,694 | 3,792 | +98 | $313,805 | $366,193 | +$52,388 | 2024-10-17 |
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| Q3 2024 | NVS
NOVARTIS AG | | SPONSORED ADR | 2,006 | 2,108 | +102 | $213,559 | $242,462 | +$28,903 | 2024-10-17 |
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| Q3 2024 | RELX
RELX PLC | | SPONSORED ADR | 4,704 | 4,875 | +171 | $215,820 | $231,368 | +$15,548 | 2024-10-17 |
|---|
| Q3 2024 | MUFG
MITSUBISHI UFJ FINL GROUP IN | | SPONSORED ADS | 10,443 | 10,444 | +1 | $112,784 | $106,320 | -$6,464 | 2024-10-17 |
|---|
| Q2 2024 | NVO
NOVO-NORDISK A S | | ADR | 6,406 | 6,435 | +29 | $822,530 | $918,532 | +$96,002 | 2024-08-05 |
|---|
| Q2 2024 | LYG
LLOYDS BANKING GROUP PLC | | SPONSORED ADR | 35,044 | 56,133 | +21,089 | $90,764 | $153,243 | +$62,479 | 2024-08-05 |
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| Q2 2024 | HLN
HALEON PLC | | SPON ADS | 26,374 | 26,616 | +242 | $223,915 | $219,848 | -$4,067 | 2024-08-05 |
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| Q1 2024 | HLN
HALEON PLC | | SPON ADS | 20,858 | 26,374 | +5,516 | $171,661 | $223,915 | +$52,254 | 2024-05-10 |
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| Q1 2024 | MUFG
MITSUBISHI UFJ FINL GROUP IN | | SPONSORED ADS | 10,233 | 10,511 | +278 | $88,106 | $107,528 | +$19,422 | 2024-05-10 |
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