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CARDIFF PARK ADVISORS, LLC Historic Quarter Change: USA Other Stocks, Added

CARDIFF PARK ADVISORS, LLC historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CARDIFF PARK ADVISORS, LLC opened 1 positions, added to 5, reduced 2 and sold out of 5.

  • Q2 2024: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 6.
  • Q2 2024: Stock FERGUSON PLC NEW; Country of operation —; Class SHS; Shares before 1,156.
  • Q1 2024: Stock PIONEER NAT RES CO; Country of operation United States; Class COM; Shares before 4,023.
  • Q1 2024: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 2,017.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1910000), 10 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 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108
United StatesCL A6501+495$3,806,640$3,673,446-$133,1942024-08-14
Q2 2024FERGUSON PLC NEW
CUSIP G3421J106
SHS1,1561,160+4$252,444$224,611-$27,8332024-08-14
Q1 2024PIONEER NAT RES CO
CUSIP 723787107
United StatesCOM4,0234,061+38$904,586$1,066,038+$161,4522024-05-14
Q1 2024DISCOVER FINL SVCS
CUSIP 254709108
United StatesCOM2,0172,028+11$226,733$265,883+$39,1502024-05-14
Q1 2024FERGUSON PLC NEW
CUSIP G3421J106
SHS1,1511,156+5$222,231$252,444+$30,2132024-05-14

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