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EXCALIBUR MANAGEMENT CORP Historic Quarter Change: USA Other Stocks, New

EXCALIBUR MANAGEMENT CORP 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, EXCALIBUR MANAGEMENT CORP opened 17 positions, added to 30, reduced 36 and sold out of 23.

  • Q2 2024: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 0.
  • Q2 2016: Stock VIACOM INC CL B; Country of operation —; Class COM; Shares before 0.
  • Q1 2016: Stock POWERSHARES QQQ TRUST SERIES 1; Country of operation —; Class COM; Shares before 0.
  • Q1 2016: Stock BERKSHIRE HATHAWAY INC-CL A; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1009003), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-25); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-23); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-24); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-26); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-23); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-23); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-31); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). 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
Q2 2024LAM RESEARCH CORP
CUSIP 512807108
United StatesCOM0212+212$0$225,393+$225,3932024-08-09
Q2 2016VIACOM INC CL B
CUSIP 92553P201
COM04,830+4,830$0$200,000+$200,0002016-07-25
Q1 2016POWERSHARES QQQ TRUST SERIES 1
CUSIP 73935A104
COM03,131+3,131$0$342,000+$342,0002016-04-25
Q1 2016BERKSHIRE HATHAWAY INC-CL A
CUSIP 084670108
United StatesCOM01+1$0$213,000+$213,0002016-04-25
Q1 2016SANDRIDGE ENERGY INC.
CUSIP 80007P307
COM020,000+20,000$0$1,000+$1,0002016-04-25
Q4 2015POWERSHARES S&P 500 LOW VOLATI
CUSIP 73937B779
COM07,096+7,096$0$274,000+$274,0002016-01-26
Q3 2015UNITED TECHNOLOGIES CORP
CUSIP 913017109
United StatesCOM09,448+9,448$0$841,000+$841,0002015-10-23
Q3 2015ABSOLUTE SOFTWARE CORPORATION
CUSIP 00386B950
COM012,900+12,900$0$77,000+$77,0002015-10-23
Q2 2015DUPONT (E.I.) DE NEMOURS & CO.
CUSIP 263534109
COM07,287+7,287$0$466,000+$466,0002015-07-24
Q2 2015ALLERGAN INC
CUSIP G0177J108
COM0913+913$0$277,000+$277,0002015-07-24
Q1 2015DIRECTV COM
CUSIP 25490A309
COM029,393+29,393$0$2,501,000+$2,501,0002015-04-29
Q1 2015MAGELLAN MIDSTREAM PARTNERS
CUSIP 559080106
COM03,000+3,000$0$230,000+$230,0002015-04-29
Q1 2015UNITED TECHNOLOGIES CORP
CUSIP 913017109
United StatesCOM01,735+1,735$0$203,000+$203,0002015-04-29
Q3 2014BERKSHIRE HATHAWAY INC-CL A
CUSIP 084670108
United StatesCOM01+1$0$207,000+$207,0002014-10-23
Q2 2014ACTAVIS PLC
CUSIP G0083B108
COM0913+913$0$204,000+$204,0002014-07-23
Q2 2014UNITED TECHNOLOGIES CORP
CUSIP 913017109
United StatesCOM01,735+1,735$0$200,000+$200,0002014-07-23
Q4 2013ROYAL DUTCH SHELL PLC
CUSIP 780259206
COM03,000+3,000$0$214,000+$214,0002014-01-31

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