Advertisement
Screener

LifeGoal Investments, LLC Historic Quarter Change: Foreign Stocks, Reduced

LifeGoal Investments, LLC historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, LifeGoal Investments, LLC opened 3 positions, added to 0, reduced 1 and sold out of 0.

  • Q2 2026: Stock SAN; Country of operation —; Class ADR; Shares before 11,221.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054684), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SAN
BANCO SANTANDER SA
ADR11,22110,349-872$129,827$142,816+$12,9892026-07-08

Similar Firms

Firm NameCountry13F ValueHoldings
Delos Wealth Advisors, LLCUnited States$0.175B260
Sunbeam Capital Management, LLCUnited States$0.175B112
Basepoint Wealth LLCUnited States$0.175B643
Converium Capital Inc.Canada$0.175B36
Aegis Wealth Management LLCUnited States$0.175B118
CenturyLink Investment Management CoUnited States$0.175B3
SCRATCH CAPITAL LLCUnited States$0.175B45
LOWERY THOMAS, LLCUnited States$0.175B55
GS Investments, Inc.United States$0.175B134
Riverbend Wealth Management, LLCUnited States$0.175B152