Advertisement
Screener

LOUISBOURG INVESTMENTS INC. Last Quarter Change: USA ETF, Unchanged

LOUISBOURG INVESTMENTS INC. quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LOUISBOURG INVESTMENTS INC. opened 2 positions, added to 6, reduced 4, sold out of 0 and left 2 unchanged. The largest increase in value was VOO (+$1,568,760); the largest decrease was RSP (-$92,611).

  • VEA: Country of operation —; Class COM; Shares 2026-03-31 10,000; Shares 2026-06-30 10,000.
  • GSSC: Country of operation —; Class COM; Shares 2026-03-31 30; Shares 2026-06-30 30.

Two Form 13F-HR filings compared (SEC CIK 2053050): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-23). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
VEA
VANGUARD FTSE DEVELOPED MARKET
COM10,00010,0000$640,800$712,500+$71,700
GSSC
GOLDMAN SACHS ACTIVEBETA US SM
COM30300$2,236$2,738+$502

Similar Firms

Firm NameCountry13F ValueHoldings
McNamara Financial Services, Inc.United States$0.528B99
Overbrook Management CorpUnited States$0.529B51
Second Line Capital, LLCUnited States$0.528B185
Taproot Management LPUnited States$0.530B180
SOA Wealth Advisors, LLC.United States$0.530B867
Lincoln Capital LLCUnited States$0.528B135
ELEMENT POINTE ADVISORS, LLCUnited States$0.530B86
Baker Chad RUnited States$0.530B56
USA FINANCIAL FORMULASUnited States$0.531B437
Balefire, LLCUnited States$0.531B439