Global Wealth Strategies & Associates historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Global Wealth Strategies & Associates opened 14 positions, added to 1, reduced 3 and sold out of 30.
- Q2 2026: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class Stock; Shares before 222.
- Q2 2026: Stock ALLIED GAMING & ENTRTNMNT INC COM; Country of operation United States; Class Stock; Shares before 1,488.
- Q1 2026: Stock BIOATLA INC COM; Country of operation United States; Class Stock; Shares before 13,769.
- Q1 2026: Stock ATAI BECKLEY NV SHS; Country of operation —; Class Stock; Shares before 126.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1912297), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-01); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-03); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-02); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-02); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-01). 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 2022-12-31.
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