Juniper Investment Company, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Juniper Investment Company, LLC opened 6 positions, added to 20, reduced 15 and sold out of 6.
- Q4 2025: Stock POCI; Country of operation United States; Class COM NEW; Shares before 15,502.
- Q3 2025: Stock INTT; Country of operation United States; Class COM; Shares before 99,111.
- Q3 2025: Stock BA; Country of operation United States; Class COM; Shares before 200.
- Q4 2024: Stock VSEC; Country of operation United States; Class COM; Shares before 120,512.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1794034), 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 2025-11-14); 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 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2019-09-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Nova R Wealth, Inc. | United States | $0.313B | 90 |
| Etesian Wealth Advisors, Inc. | United States | $0.313B | 138 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | United States | $0.313B | 2 |
| Silver Coast Investments LLC | United States | $0.313B | 119 |
| Purus Wealth Management, LLC | United States | $0.314B | 157 |
| Ameliora Wealth Management Ltd. | Switzerland | $0.314B | 232 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | United States | $0.313B | 158 |
| GFG Capital, LLC | United States | $0.313B | 143 |
| MOSELEY INVESTMENT MANAGEMENT INC | United States | $0.314B | 163 |
| Pegasus Asset Management, Inc. | United States | $0.313B | 67 |