Gladwyn Financial Advisors, Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 4 quarters from 2025-06-30 to 2026-06-30, Gladwyn Financial Advisors, Inc. opened 2 positions, added to 50, reduced 5 and sold out of 4.
- Q2 2026: Stock SOLV; Country of operation United States; Class COM SHS; Shares before 686.
- Q2 2026: Stock PFE; Country of operation United States; Class COM; Shares before 512.
- Q2 2026: Stock LNC; Country of operation United States; Class COM; Shares before 223.
- Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 22.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2078684), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-02); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-08); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16). 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 2025-06-30.
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