LIBERTY ONE INVESTMENT MANAGEMENT, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, LIBERTY ONE INVESTMENT MANAGEMENT, LLC opened 0 positions, added to 2, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was UL (+$1,474,951); the largest decrease was RTO (-$3,615,527).
- UL: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 90,571; Shares 2026-06-30 110,359.
- SE: Country of operation Singapore; Class SPONSORD ADS; Shares 2026-03-31 5,445; Shares 2026-06-30 7,959.
Two Form 13F-HR filings compared (SEC CIK 1807328): 2026-03-31 (filed 2026-05-14) 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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