CONSCIOUS WEALTH INVESTMENTS, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CONSCIOUS WEALTH INVESTMENTS, LLC opened 33 positions, added to 211, reduced 140 and sold out of 17.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 22,671.
- Q2 2026: Stock CPRT; Country of operation United States; Class COM; Shares before 120,049.
- Q2 2026: Stock NFLX; Country of operation United States; Class COM; Shares before 56,252.
- Q2 2026: Stock CRM; Country of operation United States; Class COM; Shares before 22,472.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011014), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). 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 2023-12-31.
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