FIG FINANCIAL ADVISORY SERVICES INC /ADV quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, FIG FINANCIAL ADVISORY SERVICES INC /ADV opened 11 positions, added to 4, reduced 9, sold out of 7 and left 1 unchanged. The largest increase in value was CM (+$2,236,024); the largest decrease was SGOL (-$2,252,148).
- WELL: Country of operation United States; Class COM; Shares 2026-03-31 6,353; Shares 2026-06-30 10,365.
- ETR: Country of operation United States; Class COM; Shares 2026-03-31 11,844; Shares 2026-06-30 19,341.
- CAH: Country of operation United States; Class COM; Shares 2026-03-31 6,169; Shares 2026-06-30 6,455.
- CASY: Country of operation United States; Class COM; Shares 2026-03-31 1,743; Shares 2026-06-30 1,745.
Two Form 13F-HR filings compared (SEC CIK 753967): 2026-03-31 (filed 2026-08-10) and 2026-06-30 (filed 2026-08-10). 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; share change is the position change.
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