Advertisement
Screener

Financially Speaking Inc Historic Quarter Change: USA Other Stocks, New

Financially Speaking Inc 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 6 quarters from 2024-12-31 to 2026-06-30, Financially Speaking Inc opened 3 positions, added to 0, reduced 0 and sold out of 5.

  • Q1 2026: Stock GOLD RESOURCE CORP; Country of operation United States; Class COM; Shares before 0.
  • Q4 2025: Stock AMERICAN BATTERY MATL IN; Country of operation —; Class COM; Shares before 0.
  • Q4 2025: Stock WELL POWER INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/02/18; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2040901), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); 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 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026GOLD RESOURCE CORP
CUSIP 38068T105
United StatesCOM02,930+2,930$0$3,516+$3,5162026-04-07
Q4 2025AMERICAN BATTERY MATL IN
CUSIP 10319B308
COM020+20$0$120+$1202026-02-10
Q4 2025WELL POWER INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/02/18
CUSIP 94947A106
COM01,000+1,000$0$0$02026-02-10

Similar Firms

Firm NameCountry13F ValueHoldings
Quantessence Capital LLCUnited States$0.021B64
Bakala Capital LLCUnited States$0.021B11
HS Investments III LtdGuernsey$0.020B1
Penn Mutual Asset ManagementUnited States$0.020B9
LGT Financial Advisors LLCUnited States$0.020B251
Declaration Partners LPUnited States$0.022B1
STONE POINT CAPITAL LLCUnited States$0.022B1
Imprint Wealth LLCUnited States$0.022B298
Wells Financial Advisors INCUnited States$0.022B54
Stone Ridge Holdings Group LPUnited States$0.019B12