Advertisement
Screener

Ironwood Investment Counsel, LLC Historic Quarter Change: Foreign Stocks, Added

Ironwood Investment Counsel, LLC historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, Ironwood Investment Counsel, LLC opened 7 positions, added to 25, reduced 10 and sold out of 9.

  • Q2 2026: Stock BUD; Country of operation —; Class SPONSORED ADR; Shares before 92,618.
  • Q1 2026: Stock BUD; Country of operation —; Class SPONSORED ADR; Shares before 89,339.
  • Q1 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 3,660.
  • Q4 2025: Stock BUD; Country of operation —; Class SPONSORED ADR; Shares before 87,058.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1330463), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-05); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2005-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026BUD
Anheuser-Busch Inbev SA ADR
SPONSORED ADR92,61893,717+1,099$6,424,921$7,722,332+$1,297,4112026-08-06
Q1 2026BUD
Anheuser-Busch Inbev SA ADR
SPONSORED ADR89,33992,618+3,279$5,721,279$6,424,921+$703,6422026-05-07
Q1 2026TSM
Taiwan Semiconductr Adrf
SPONSORED ADS3,6603,728+68$1,112,274$1,259,935+$147,6612026-05-07
Q4 2025BUD
Anheuser-Busch Inbev SA ADR
SPONSORED ADR87,05889,339+2,281$5,189,576$5,721,279+$531,7032026-02-06
Q4 2025TSM
Taiwan Semiconductr Adrf
SPONSORED ADS3,6353,660+25$1,015,219$1,112,274+$97,0552026-02-06
Q3 2025BUD
Anheuser-Busch Inbev SA ADR
SPONSORED ADR84,50287,058+2,556$5,807,039$5,189,576-$617,4632025-11-05
Q3 2025TSM
Taiwan Semiconductr Adrf
SPONSORED ADS3,5743,635+61$809,475$1,015,219+$205,7442025-11-05
Q2 2025BUD
Anheuser-Busch Inbev SA ADR
SPONSORED ADR83,46984,502+1,033$5,138,374$5,807,039+$668,6652025-08-08
Q2 2025TSM
Taiwan Semiconductr Adrf
SPONSORED ADS3,5663,574+8$591,956$809,475+$217,5192025-08-08
Q2 2025NVO
Novo-Nordisk A-S Adr
ADR2,9412,981+40$204,223$205,748+$1,5252025-08-08
Q1 2025BUD
Anheuser-Busch Inbev SA ADR
SPONSORED ADR81,57683,469+1,893$4,084,528$5,138,374+$1,053,8462025-05-12
Q1 2025TSM
Taiwan Semiconductr Adrf
SPONSORED ADS3,5463,566+20$700,299$591,956-$108,3432025-05-12
Q1 2025NVO
Novo-Nordisk A-S Adr
ADR2,8812,941+60$247,823$204,223-$43,6002025-05-12
Q4 2024TSM
Taiwan Semiconductr Adrf
SPONSORED ADS3,4613,546+85$601,071$700,299+$99,2282025-02-10
Q3 2024BUD
Anheuser-Busch Inbev SA ADR
SPONSORED ADR87,20287,515+313$5,070,853$5,801,435+$730,5822024-11-14
Q3 2016DEO
Diageo Plc New Adr
Sponsored ADR13,99218,211+4,219$1,579,000$2,113,000+$534,0002016-11-07
Q1 2016DEO
Diageo Plc New Adr
Sponsored ADR14,23716,861+2,624$1,553,000$1,818,000+$265,0002016-05-13
Q4 2015NVS
Novartis A G
SPONSORED ADR8,8729,072+200$815,000$781,000-$34,0002016-02-12
Q3 2015DEO
Diageo Plc New Adr
Sponsored ADR14,95715,102+145$1,736,000$1,627,000-$109,0002015-11-05
Q2 2015DEO
Diageo Plc New Adr
Sponsored ADR14,81714,957+140$1,638,000$1,736,000+$98,0002015-08-13
Q2 2015NVS
Novartis A G
SPONSORED ADR7,9728,972+1,000$786,000$882,000+$96,0002015-08-13
Q1 2015DEO
Diageo Plc New Adr
Sponsored ADR10,12514,817+4,692$1,155,000$1,638,000+$483,0002015-05-05
Q4 2014DEO
Diageo Plc New Adr
Sponsored ADR1,80010,125+8,325$208,000$1,155,000+$947,0002015-02-11
Q2 2014NVS
Novartis A G
COM7,9728,022+50$678,000$726,000+$48,0002014-08-14
Q1 2014NVS
Novartis A G
COM7,9277,972+45$641,000$678,000+$37,0002014-05-07

Similar Firms

Firm NameCountry13F ValueHoldings
Manchester Capital Management LLCUnited States$0.694B1,309
CONTINENTAL GENERAL INSURANCE COUnited States$0.693B11
HOEY INVESTMENTS, INCUnited States$0.693B420
Allen Mooney & Barnes Investment Advisors LLCUnited States$0.695B159
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCUnited States$0.696B724
NINE MASTS CAPITAL LtdHong Kong$0.693B249
Harbor Group, Inc.United States$0.692B116
CALTON & ASSOCIATES, INC.United States$0.696B438
Harbor Advisors LLCUnited States$0.692B197
MATAURO, LLCUnited States$0.692B145