Investor's Fiduciary Advisor Network, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Investor's Fiduciary Advisor Network, LLC opened 11 positions, added to 9, reduced 91, sold out of 22 and left 4 unchanged. The largest increase in value was CAT (+$3,233); the largest decrease was AAPL (-$1,311).
- ALL: Country of operation United States; Class COM; Shares 2026-03-31 2,818; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 2,292; Shares 2026-06-30 0.
- RKLB: Country of operation United States; Class COM; Shares 2026-03-31 6,756; Shares 2026-06-30 0.
- SYY: Country of operation United States; Class COM; Shares 2026-03-31 5,418; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2044901): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.
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