Carbahal Olsen Financial Services Group, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Carbahal Olsen Financial Services Group, LLC opened 3 positions, added to 1, reduced 6, sold out of 2 and left 14 unchanged. The largest increase in value was FNRN (+$1,225,087); the largest decrease was GOOG (-$240,848).
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 16,756; Shares 2026-06-30 15,656.
- CAT: Country of operation United States; Class COM; Shares 2026-03-31 628; Shares 2026-06-30 546.
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 1,872; Shares 2026-06-30 800.
- BRKB: Country of operation —; Class CL B NEW; Shares 2026-03-31 2,389; Shares 2026-06-30 2,384.
Two Form 13F-HR filings compared (SEC CIK 2052538): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.
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