Edgemoor Investment Advisors, Inc. historic quarter change: Foreign ADRs, Reduced
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, Edgemoor Investment Advisors, Inc. opened 3 positions, added to 0, reduced 5 and sold out of 3.
- Q2 2016: Stock NATIONAL GRID PLC; Country of operation —; Class SPON ADR NEW; Shares before 110,000.
- Q1 2016: Stock NATIONAL GRID PLC; Country of operation —; Class SPON ADR NEW; Shares before 113,690.
- Q4 2015: Stock NATIONAL GRID PLC; Country of operation —; Class SPON ADR NEW; Shares before 116,005.
- Q2 2015: Stock NATIONAL GRID PLC SPON ADR NEW; Country of operation —; Class ADR; Shares before 118,736.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1313792), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-06). 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 2004-12-31. 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).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HARBOR INVESTMENT ADVISORY, LLC | United States | $1.271B | 1,233 |
| RMR Wealth Builders | United States | $1.270B | 277 |
| Summit Financial Strategies, Inc. | United States | $1.269B | 170 |
| COZAD ASSET MANAGEMENT INC | United States | $1.273B | 421 |
| P/E Global LLC | United States | $1.269B | 7 |
| PPSC Investment Service Corp | Japan | $1.268B | 8 |
| Fort Baker Capital Management LP | United States | $1.274B | 121 |
| Sovran Advisors, LLC | United States | $1.275B | 649 |
| CGN Advisors LLC | United States | $1.266B | 317 |
| Gemmer Asset Management LLC | United States | $1.265B | 172 |