DHK Financial Advisors, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, DHK Financial Advisors, Inc. opened 2 positions, added to 10, reduced 10, sold out of 4 and left 7 unchanged. The largest increase in value was GLD (+$822,739); the largest decrease was BRKB (-$3,344,566).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2025-03-31 28,675; Shares 2025-06-30 29,804.
- LMB: Country of operation United States; Class COM; Shares 2025-03-31 5,364; Shares 2025-06-30 6,294.
- V: Country of operation United States; Class COM CL A; Shares 2025-03-31 729; Shares 2025-06-30 1,462.
- GTX: Country of operation —; Class COM; Shares 2025-03-31 53,160; Shares 2025-06-30 58,267.
Two Form 13F-HR filings compared (SEC CIK 1922962): 2025-03-31 (filed 2025-04-11) and 2025-06-30 (filed 2025-08-14). 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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