Advertisement
Screener

INSIGNEO ADVISORY SERVICES, LLC Last Quarter Change: USA Other Stocks, Sold Out

INSIGNEO ADVISORY SERVICES, LLC quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, INSIGNEO ADVISORY SERVICES, LLC opened 0 positions, added to 0, reduced 0, sold out of 2 and left 3 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$245,680); the largest decrease was CARNIVAL CORP (-$1,392,887).

  • CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 53,821; Shares 2026-06-30 0.
  • DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 4,795; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1964958): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-14). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CARNIVAL CORP
CUSIP 143658300
COMMON STOCK53,8210-53,821$1,392,887$0-$1,392,887
DUPONT DE NEMOURS INC
CUSIP 26614N102
United StatesCOM4,7950-4,795$219,611$0-$219,611

Similar Firms

Firm NameCountry13F ValueHoldings
Efficient Advisors, LLCUnited States$1.408B58
Hamilton Wealth, LLCUnited States$1.409B130
Tradition Wealth Management, LLCUnited States$1.406B532
Quent Capital, LLCUnited States$1.410B1,534
Strategic Wealth Partners, Ltd.United States$1.411B309
FIDELIS CAPITAL PARTNERS, LLCUnited States$1.403B504
Spyglass Capital Management LLCUnited States$1.413B25
EDGAR LOMAX CO/VAUnited States$1.402B56
KINTRA WEALTH, LLCUnited States$1.414B408
Kryger Capital LLCBermuda$1.414B76