Advertisement
Screener

EPIQ PARTNERS, LLC Historic Quarter Change: USA Other Stocks, New

EPIQ PARTNERS, LLC 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 10 quarters from 2023-12-31 to 2026-06-30, EPIQ PARTNERS, LLC opened 2 positions, added to 1, reduced 2 and sold out of 5.

  • Q1 2025: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 0.
  • Q2 2024: Stock 23ANDME HOLDING CO; Country of operation United States; Class CLASS A COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1799435), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108
United StatesCL A02+2$0$1,596,883+$1,596,8832025-04-11
Q2 202423ANDME HOLDING CO
CUSIP 90138Q108
United StatesCLASS A COM010,000+10,000$0$3,912+$3,9122024-07-10

Similar Firms

Firm NameCountry13F ValueHoldings
Pachira Investments Inc.United States$0.214B72
Viewpoint Capital Management LLCUnited States$0.214B135
Midwest Capital Advisors, LLCUnited States$0.214B199
IES Holdings, Inc.United States$0.214B13
C M BIDWELL & ASSOCIATES LTDUnited States$0.214B483
Westhampton Capital, LLCUnited States$0.214B129
Taylor Securities Services, Inc.United States$0.214B55
PKO BP BANKOWY Universal Pension Society JSCPoland$0.214B13
Roubaix Capital, LLCUnited States$0.214B43
Share Andrew L.United States$0.214B16