Advertisement
Screener

Ervin Investment Management, LLC Historic Quarter Change: USA Stocks, New

Add as a preferred source on Google

Ervin Investment Management, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Ervin Investment Management, LLC opened 15 positions, added to 62, reduced 155 and sold out of 6.

  • Q2 2026: Stock MELI; Country of operation —; Class COM; Shares before 0.
  • Q1 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock SU; Country of operation —; Class COM; Shares before 0.
  • Q1 2026: Stock CB; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1907802), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); 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 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MELI
MERCADOLIBRE INC		COM01,152+1,152$0$1,955,393+$1,955,3932026-07-14
Q1 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM02,941+2,941$0$598,288+$598,2882026-04-08
Q1 2026SU
SUNCOR ENERGY INC NEW		COM03,759+3,759$0$248,507+$248,5072026-04-08
Q1 2026CB
CHUBB LIMITED		COM0670+670$0$218,373+$218,3732026-04-08
Q4 2025GLD
SPDR GOLD TR		United StatesGOLD SHS0543+543$0$215,193+$215,1932026-01-23
Q3 2025AUR
AURORA INNOVATION INC		United StatesCLASS A COM010,000+10,000$0$53,900+$53,9002025-10-07
Q2 2025GEV
GE VERNOVA INC		United StatesCOM0550+550$0$291,033+$291,0332025-07-22
Q2 2025GEHC
GE HEALTHCARE TECHNOLOGIES I		United StatesCOMMON STOCK03,162+3,162$0$234,209+$234,2092025-07-22
Q2 2025KO
COCA COLA CO		United StatesCOM03,087+3,087$0$218,405+$218,4052025-07-22
Q3 2024KO
COCA COLA CO		United StatesCOM03,087+3,087$0$221,832+$221,8322024-10-16
Q2 2024XOMXXXX
EXXON MOBIL CORP		COM027,639+27,639$0$3,181,802+$3,181,8022024-07-22
Q2 2024SFM
SPROUTS FMRS MKT INC		United StatesCOM03,265+3,265$0$273,150+$273,1502024-07-22
Q2 2024ASML
ASML HOLDING N V		N Y REGISTRY SHS0222+222$0$227,046+$227,0462024-07-22
Q1 2024BAM
BROOKFIELD ASSET MANAGMT LTD		United StatesCL A LMT VTG SHS037,959+37,959$0$1,595,037+$1,595,0372024-04-15
Q1 2024TECK
TECK RESOURCES LTD		CL B06,500+6,500$0$297,570+$297,5702024-04-15

Similar Firms

Firm NameCountry13F ValueHoldings
DEFINED WEALTH MANAGEMENT, LLCUnited States$0.171B109
TLW Wealth Management, LLCUnited States$0.171B16
ENGLISH CAPITAL MANAGEMENT LLCUnited States$0.171B36
Byrne Asset Management LLCUnited States$0.171B569
BETO FINANCIAL GROUP, LLCUnited States$0.171B152
Strategic Financial Planning, Inc.United States$0.171B40
Rareview Capital LLCUnited States$0.171B52
Milestone Asset Management Group, LLCUnited States$0.171B126
EQ WEALTH ADVISORS, LLCUnited States$0.171B54
CHANNING GLOBAL ADVISORS, LLCUnited States$0.171B47
Advertisement