Advertisement
Screener

Koss-Olinger Consulting, LLC Historic Quarter Change: Foreign ETF, Sold Out

Koss-Olinger Consulting, LLC historic quarter change: Foreign ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Koss-Olinger Consulting, LLC opened 1 positions, added to 2, reduced 1 and sold out of 1.

  • Q4 2025: Stock BABA; Country of operation —; Class SPONSORED ADS; Shares before 13,080.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1861163), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 2021-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025BABA
ALIBABA GROUP HLDG LTD
SPONSORED ADS13,0800-13,080$1,483,000$0-$1,483,0002026-02-10

Similar Firms

Firm NameCountry13F ValueHoldings
TCV Trust & Wealth Management, Inc.United States$1.193B400
Sone Capital Management, LLCUnited States$1.191B101
Elequin Capital, LPUnited States$1.190B730
Talbot Financial, LLCUnited States$1.190B66
BRANDYWINE OAK PRIVATE WEALTH LLCUnited States$1.190B229
CONDOR CAPITAL MANAGEMENTUnited States$1.197B174
Shay Capital LLCUnited States$1.198B471
PKO Investment Management Joint-Stock CoPoland$1.188B220
KWMG, LLCUnited States$1.198B147
Callahan Advisors, LLCUnited States$1.198B177