Advertisement
Screener

EADS & HEALD WEALTH MANAGEMENT Historic Quarter Change: USA Other Stocks, New

EADS & HEALD WEALTH MANAGEMENT historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, EADS & HEALD WEALTH MANAGEMENT opened 31 positions, added to 103, reduced 256 and sold out of 37.

  • Q4 2025: Stock GSK PLC; Country of operation —; Class COM; Shares before 0.
  • Q3 2025: Stock Apache Corp.; Country of operation —; Class COM; Shares before 0.
  • Q2 2024: Stock Ansys Inc.; Country of operation United States; Class COM; Shares before 0.
  • Q3 2016: Stock L Brands; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1035912), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-30); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-29); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-29); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-29); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-01); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-03); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-31). 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 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025GSK PLC
CUSIP 37733W105
COM04,291+4,291$0$210,431+$210,4312026-01-29
Q3 2025Apache Corp.
CUSIP 037411105
COM09,086+9,086$0$221+$2212025-10-22
Q2 2024Ansys Inc.
CUSIP 03662Q105
United StatesCOM02,493+2,493$0$801+$8012024-07-23
Q3 2016L Brands
CUSIP 501797104
COM04,177+4,177$0$296,000+$296,0002016-10-26
Q1 2016L Brands
CUSIP 501797104
COM02,430+2,430$0$213,000+$213,0002016-04-29
Q1 2016Staples, Inc.
CUSIP 855030102
COM013,780+13,780$0$152,000+$152,0002016-04-29
Q4 2015Valspar
CUSIP 920355104
COM05,180+5,180$0$430,000+$430,0002016-01-29
Q4 2015General Electric
CUSIP 369604103
United StatesCOM06,717+6,717$0$209,000+$209,0002016-01-29
Q3 2015Celgene
CUSIP 151020104
COM06,159+6,159$0$666,000+$666,0002015-10-30
Q2 2015Allergan, Inc.
CUSIP G0177J108
COM06,578+6,578$0$1,996,000+$1,996,0002015-07-29
Q2 2015Johnson Controls
CUSIP 478366107
COM06,560+6,560$0$325,000+$325,0002015-07-29
Q2 2015SanDisk
CUSIP 80004C101
COM03,865+3,865$0$225,000+$225,0002015-07-29
Q1 2015Priceline Group
CUSIP 741503403
COM0766+766$0$892,000+$892,0002015-04-30
Q1 2015ITT Corporation
CUSIP 450911201
COM016,980+16,980$0$678,000+$678,0002015-04-30
Q1 2015Blackstone Group
CUSIP 09253U108
United StatesCOM07,165+7,165$0$279,000+$279,0002015-04-30
Q4 2014Walgreens Alliance Boots
CUSIP 931427108
United StatesCOM026,610+26,610$0$2,028,000+$2,028,0002015-01-29
Q4 2014GlaxoSmithkline PLC
CUSIP 37733W105
COM08,641+8,641$0$369,000+$369,0002015-01-29
Q4 2014Bed Bath & Beyond
CUSIP 075896100
COM04,215+4,215$0$321,000+$321,0002015-01-29
Q4 2014Noble Corp
CUSIP G65431101
COM012,425+12,425$0$206,000+$206,0002015-01-29
Q3 2014Jarden
CUSIP 471109108
COM014,570+14,570$0$876,000+$876,0002014-10-29
Q3 2014CenturyLink
CUSIP 156700106
COM04,980+4,980$0$204,000+$204,0002014-10-29
Q3 2014R. R. Donelley
CUSIP 257867101
COM012,280+12,280$0$202,000+$202,0002014-10-29
Q3 2014TECO Energy
CUSIP 872375100
COM010,070+10,070$0$175,000+$175,0002014-10-29
Q3 2014Windsteam Holdings
CUSIP 97382A101
COM010,225+10,225$0$110,000+$110,0002014-10-29
Q2 2014Google Class C
CUSIP 38259P706
COM01,910+1,910$0$1,099,000+$1,099,0002014-08-01
Q2 2014National Oilwell Varco
CUSIP 637071101
COM02,435+2,435$0$201,000+$201,0002014-08-01
Q2 2014Frontier Communications
CUSIP 35906A108
COM012,650+12,650$0$74,000+$74,0002014-08-01
Q1 2014GlaxoSmithkline PLC
CUSIP 37733W105
COM04,210+4,210$0$225,000+$225,0002014-05-01
Q1 2014Whole Foods Market
CUSIP 966837106
COM04,340+4,340$0$220,000+$220,0002014-05-01
Q4 2013Actavis
CUSIP G0083B108
COM07,084+7,084$0$1,190,000+$1,190,0002014-02-03
Q3 2013Coach
CUSIP 189754104
COM021,940+21,940$0$1,196,000+$1,196,0002013-10-31

Similar Firms

Firm NameCountry13F ValueHoldings
Latigo Investments, LLCUnited States$0.201B14
Financial Freedom, LLCUnited States$0.201B426
Solano Wealth Investment Advisors LLCUnited States$0.201B34
Torren Management, LLCUnited States$0.201B983
Forager Capital Management, LLCUnited States$0.201B10
FPC INVESTMENT ADVISORY, INC.United States$0.201B34
Sycale Advisors (NY) LLCUnited States$0.201B18
Frederick Financial Consultants, LLCUnited States$0.201B109
Redpoint Management, LLCUnited States$0.201B3
Integrity Financial Corp /WAUnited States$0.201B292