Harvest Investment Services, LLC historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Harvest Investment Services, LLC opened 4 positions, added to 6, reduced 7 and sold out of 2.
- Q4 2025: Stock SHEL; Country of operation —; Class SPON ADS; Shares before 3,141.
- Q3 2025: Stock NOK; Country of operation —; Class SPONSORED ADR; Shares before 10,097.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1591097), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| AIRE ADVISORS, LLC | United States | $0.547B | 166 |
| VeraBank, N.A. | United States | $0.546B | 250 |
| Marino Management, LLC | United States | $0.547B | 11 |
| SkyOak Wealth, LLC | United States | $0.546B | 255 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | United States | $0.545B | 237 |
| DELTEC ASSET MANAGEMENT LLC | United States | $0.545B | 235 |
| BRASADA CAPITAL MANAGEMENT, LP | United States | $0.545B | 145 |
| Wick Capital Partners, LLC | United States | $0.548B | 231 |
| MITCHELL CAPITAL MANAGEMENT CO | United States | $0.545B | 113 |
| Sompo Asset Management Co., Ltd. | Japan | $0.545B | 180 |