Colter Lewis Investment Partners LLC quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Colter Lewis Investment Partners LLC opened 1 positions, added to 0, reduced 0, sold out of 1 and left 1 unchanged. The largest increase in value was TSM (+$251,217); the largest decrease was NVS (-$753,516).
- SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 4,427; Shares 2026-06-30 4,427.
Two Form 13F-HR filings compared (SEC CIK 2107902): 2026-03-31 (filed 2026-05-15) 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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