LiftPoint Family Wealth Advisors LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, LiftPoint Family Wealth Advisors LLC opened 13 positions, added to 27, reduced 11 and sold out of 5.
- Q2 2026: Stock PWR; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock HD; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2110810), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29). 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 2025-12-31.
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