Advertisement
Screener

Investment Research & Advisory Group, Inc. Historic Quarter Change: Foreign Stocks, Added

Investment Research & Advisory Group, Inc. historic quarter change: Foreign Stocks, Added

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, Investment Research & Advisory Group, Inc. opened 5 positions, added to 7, reduced 1 and sold out of 0.

  • Q1 2026: Stock ULXXXX; Country of operation —; Class SPON ADR NEW; Shares before 27.
  • Q4 2025: Stock ULXXXX; Country of operation —; Class SPON ADR NEW; Shares before 21.
  • Q2 2025: Stock IHG; Country of operation —; Class SPONSORED ADS; Shares before 14.
  • Q1 2025: Stock NVO; Country of operation —; Class SPONSORED ADR; Shares before 940.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802136), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026ULXXXX
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SPON ADR NEW2743+16$1,766$2,450+$6842026-04-20
Q4 2025ULXXXX
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SPON ADR NEW2127+6$1,245$1,766+$5212026-01-20
Q2 2025IHG
INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
SPONSORED ADS1419+5$1,534$2,191+$6572025-07-17
Q1 2025NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SPONSORED ADR9401,364+424$80,859$94,716+$13,8572025-04-21
Q2 2024TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR
SPONSORED ADR68+2$816$1,390+$5742024-07-30
Q1 2024NVO
NOVO-NORDISK AS VORMAL FSPONSORED ADR
SPONSORED ADR828940+112$85,657$120,696+$35,0392024-04-17
Q1 2024TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR
SPONSORED ADR26+4$208$816+$6082024-04-17

Similar Firms

Firm NameCountry13F ValueHoldings
Mills Wealth Advisors LLCUnited States$0.286B80
Mayfair Advisory Group, LLCUnited States$0.286B175
Valence8 US LPUnited States$0.286B14
AVAII WEALTH MANAGEMENT, LLCUnited States$0.287B158
Skyline Advisors, Inc.United States$0.287B120
Argentarii, LLCUnited States$0.286B199
Muzinich & Co., Inc.United States$0.286B38
44 WEALTH MANAGEMENT LLCUnited States$0.286B183
HS Management Partners, LLCUnited States$0.286B24
Sinvest Investments II Ltd.Bahamas$0.286B1