FOSTER & MOTLEY INC Historic Quarter Change: USA Other Stocks, New

FOSTER & MOTLEY 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 23 quarters from 2013-06-30 to 2026-06-30, FOSTER & MOTLEY INC opened 42 positions, added to 125, reduced 191 and sold out of 51.

Q3 2025: Stock Premier, Inc.; Country of operation United States; Class com; Shares before 0.
Q2 2025: Stock Amcor Plc; Country of operation —; Class com; Shares before 0.
Q3 2024: Stock LAM Research Corporation; Country of operation United States; Class com; Shares before 0.
Q2 2024: Stock Berry Plastics Group Inc; Country of operation United States; Class com; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1163902), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-28); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-20); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-25); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-16); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-22); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-16); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-23); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-17); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). 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 2001-12-31. 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).

Quarter	Stock	Country of operation	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2025	Premier, Inc. CUSIP 74051N102	United States	com	8,579	+8,579	$0	$238	+$238	2025-10-23
Q2 2025	Amcor Plc CUSIP G0250X107		com	151,944	+151,944	$0	$1,396	+$1,396	2025-07-29
Q3 2024	LAM Research Corporation CUSIP 512807108	United States	com	725	+725	$0	$591	+$591	2024-10-30
Q2 2024	Berry Plastics Group Inc CUSIP 08579W103	United States	com	7,305	+7,305	$0	$430	+$430	2024-08-02
Q2 2024	Marathon Oil Company CUSIP 565849106	United States	com	9,113	+9,113	$0	$261	+$261	2024-08-02
Q3 2016	Life Storage Inc. CUSIP 53223X107	United States	com	28,738	+28,738	$0	$2,556,000	+$2,556,000	2016-10-28
Q3 2016	CBS Corporation Cl B New CUSIP 124857202		com	8,964	+8,964	$0	$491,000	+$491,000	2016-10-28
Q3 2016	Torchmark Corporation CUSIP 891027104		com	4,114	+4,114	$0	$263,000	+$263,000	2016-10-28
Q3 2016	Sirius XM Holdings Inc CUSIP 82968B103	United States	com	10,146	+10,146	$0	$42,000	+$42,000	2016-10-28
Q1 2016	Convergys Corp CUSIP 212485106		com	13,949	+13,949	$0	$387,000	+$387,000	2016-04-20
Q4 2015	Ingram Micro Inc. CUSIP 457153104		com	12,646	+12,646	$0	$384,000	+$384,000	2016-01-25
Q4 2015	Discover Financial Services CUSIP 254709108	United States	com	6,127	+6,127	$0	$329,000	+$329,000	2016-01-25
Q4 2015	Ensco plc CUSIP G3157S106		com	18,318	+18,318	$0	$282,000	+$282,000	2016-01-25
Q3 2015	PowerShares FTSE RAFI Emerging Mark CUSIP 73936T763		com	318,302	+318,302	$0	$4,577,000	+$4,577,000	2015-11-09
Q3 2015	Carnival Corp CUSIP 143658300		com	14,567	+14,567	$0	$718,000	+$718,000	2015-11-09
Q2 2015	Apple Computer Inc CUSIP 37833100		com	81,164	+81,164	$0	$10,180,000	+$10,180,000	2015-08-10
Q2 2015	E M C Corp Mass CUSIP 268648102		com	11,104	+11,104	$0	$293,000	+$293,000	2015-08-10
Q2 2015	National Oilwell Varco, Inc. CUSIP 637071101		com	6,077	+6,077	$0	$293,000	+$293,000	2015-08-10
Q1 2015	Bemis Co Inc CUSIP 081437105		com	17,225	+17,225	$0	$798,000	+$798,000	2015-04-16
Q4 2014	VelocityShares Tail Risk Hdgd Lg Cp CUSIP 00162Q817		com	157,486	+157,486	$0	$4,520,000	+$4,520,000	2015-01-22
Q4 2014	Sanderson Farms, Inc. CUSIP 800013104		com	21,601	+21,601	$0	$1,815,000	+$1,815,000	2015-01-22
Q4 2014	Time Warner Inc. CUSIP 887317303		com	9,725	+9,725	$0	$831,000	+$831,000	2015-01-22
Q4 2014	Walgreens Boots Alliance Inc. CUSIP 931427108	United States	com	3,820	+3,820	$0	$291,000	+$291,000	2015-01-22
Q3 2014	Bemis Co Inc CUSIP 081437105		com	8,279	+8,279	$0	$315,000	+$315,000	2014-10-16
Q2 2014	New York REIT CUSIP 64976L109		com	646,633	+646,633	$0	$7,152,000	+$7,152,000	2014-07-25
Q2 2014	Aetna Inc CUSIP 00817Y108		com	3,214	+3,214	$0	$261,000	+$261,000	2014-07-25
Q1 2014	H C P Inc REIT CUSIP 40414L109		com	37,061	+37,061	$0	$1,438,000	+$1,438,000	2014-04-23
Q1 2014	TE Connectivity Ltd. CUSIP H84989104		com	9,145	+9,145	$0	$551,000	+$551,000	2014-04-23
Q1 2014	Annaly Capital Management CUSIP 035710409	United States	com	31,428	+31,428	$0	$345,000	+$345,000	2014-04-23
Q1 2014	C.R. Bard, Inc. CUSIP 067383109		com	1,829	+1,829	$0	$271,000	+$271,000	2014-04-23
Q4 2013	Viacom Inc. CUSIP 92553P201		com	7,503	+7,503	$0	$655,000	+$655,000	2014-01-17
Q4 2013	HCC Insurance Holdings Inc. CUSIP 404132102		com	10,713	+10,713	$0	$494,000	+$494,000	2014-01-17
Q4 2013	Du Pont E I De Nemour&Co CUSIP 263534109		com	4,131	+4,131	$0	$268,000	+$268,000	2014-01-17
Q4 2013	PowerShares Emerging Mkts Sovereign CUSIP 73936T573		com	8,647	+8,647	$0	$233,000	+$233,000	2014-01-17
Q3 2013	Ensco plc CUSIP G3157S106		com	71,210	+71,210	$0	$3,828,000	+$3,828,000	2013-10-16
Q3 2013	Johnson Controls Inc CUSIP 478366107		com	14,188	+14,188	$0	$589,000	+$589,000	2013-10-16
Q3 2013	Sovran Self Storage Inc. CUSIP 84610H108		com	6,254	+6,254	$0	$473,000	+$473,000	2013-10-16
Q3 2013	Hewlett-Packard Company CUSIP 428236103		com	19,125	+19,125	$0	$401,000	+$401,000	2013-10-16
Q3 2013	Vectren Corporation CUSIP 92240G101		com	11,384	+11,384	$0	$380,000	+$380,000	2013-10-16
Q3 2013	Physicians Realty Trust REIT CUSIP 71943U104	United States	com	25,771	+25,771	$0	$360,000	+$360,000	2013-10-16
Q3 2013	UNS Energy Corporation CUSIP 903119105		com	4,981	+4,981	$0	$232,000	+$232,000	2013-10-16
Q3 2013	L-3 Communications Hldgs CUSIP 502424104		com	2,200	+2,200	$0	$208,000	+$208,000	2013-10-16

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