Advertisement
Screener

Burton Enright Welch Historic Quarter Change: USA Other Stocks, New

Burton Enright Welch historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 18 quarters from 2021-12-31 to 2026-06-30, Burton Enright Welch opened 1 positions, added to 4, reduced 1 and sold out of 3.

  • Q1 2023: Stock GROVE COLLABORATIVE HOLD INC; Country of operation —; Class COM CL A; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2105919), 18 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-03-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-03-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-03-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-03-09); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-03-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-03-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-03-09); Q4 2023 (2023-09-30 to 2023-12-31, filed 2026-03-09); Q3 2023 (2023-06-30 to 2023-09-30, filed 2026-03-09); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-03-09); Q1 2023 (2022-12-31 to 2023-03-31, filed 2026-03-09); Q4 2022 (2022-09-30 to 2022-12-31, filed 2026-03-09); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-03-09); Q2 2022 (2022-03-31 to 2022-06-30, filed 2026-03-09); Q1 2022 (2021-12-31 to 2022-03-31, filed 2026-03-09). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2023GROVE COLLABORATIVE HOLD INC
CUSIP 39957D102
COM CL A0482,177+482,177$0$211,194+$211,1942026-03-09

Similar Firms

Firm NameCountry13F ValueHoldings
Glassman Wealth ServicesUnited States$0.736B187
TFO Wealth Partners, LLCUnited States$0.735B72
Colonial Trust Co / SCUnited States$0.735B1,135
SEEDS INVESTOR LLCUnited States$0.735B350
James J. Burns & Company, LLCUnited States$0.737B155
Qtron Investments LLCUnited States$0.738B421
ARVEST INVESTMENTS, INC.United States$0.733B199
AIGH Capital Management LLCUnited States$0.733B85
Berman McAleer LLCUnited States$0.733B162
Portside Wealth Group, LLCUnited States$0.738B916