Laidlaw Wealth Management 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, Laidlaw Wealth Management LLC opened 95 positions, added to 153, reduced 264 and sold out of 166.
- Q2 2026: Stock CASY; Country of operation United States; Class COM; Shares before 851.
- Q2 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 594.
- Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 878.
- Q2 2026: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 2,410.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1800608), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); 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 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); 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 2019-12-31.
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