Goelzer Investment Management, Inc. quarter change: Foreign Funds, Unchanged
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Goelzer Investment Management, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1550057): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-15). 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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Granahan Investment Management, LLC | United States | $2.067B | 149 |
| 3EDGE Asset Management, LP | United States | $2.069B | 91 |
| Hills Bank & Trust Co | United States | $2.069B | 525 |
| Sound Income Strategies, LLC | United States | $2.071B | 2,596 |
| SAX WEALTH ADVISORS, LLC | United States | $2.064B | 482 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | United States | $2.072B | 372 |
| BIT Capital GmbH | Germany | $2.073B | 92 |
| EMERALD MUTUAL FUND ADVISERS TRUST | United States | $2.061B | 199 |
| Bryn Mawr Trust Advisors, LLC | United States | $2.061B | 438 |
| Elser Financial Planning, Inc | United States | $2.060B | 132 |