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LYNCH & ASSOCIATES/IN Historic Quarter Change: USA Other Stocks, New

LYNCH & ASSOCIATES/IN historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, LYNCH & ASSOCIATES/IN opened 17 positions, added to 112, reduced 77 and sold out of 23.

  • Q1 2016: Stock COLUMBIA PIPELINE GROUP; Country of operation United States; Class COM; Shares before 0.
  • Q1 2016: Stock BERKSHIRE HATHAWAY INC CL A; Country of operation United States; Class COM; Shares before 0.
  • Q3 2015: Stock GREAT PLAINS ENERGY INC; Country of operation —; Class COM; Shares before 0.
  • Q3 2015: Stock ROMARCO MINERALS INC; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1108965), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-20); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-14); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-21); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-21); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-15); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-22); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). 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 1999-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2016COLUMBIA PIPELINE GROUP
CUSIP 198280109
United StatesCOM09,221+9,221$0$231,000+$231,0002016-04-11
Q1 2016BERKSHIRE HATHAWAY INC CL A
CUSIP 084670108
United StatesCOM01+1$0$213,000+$213,0002016-04-11
Q3 2015GREAT PLAINS ENERGY INC
CUSIP 391164100
COM07,985+7,985$0$216,000+$216,0002015-10-14
Q3 2015ROMARCO MINERALS INC
CUSIP 775903206
COM010,000+10,000$0$4,000+$4,0002015-10-14
Q1 2015GREAT PLAINS ENERGY INC
CUSIP 391164100
COM08,155+8,155$0$218,000+$218,0002015-04-13
Q4 2014WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCOM045,654+45,654$0$3,479,000+$3,479,0002015-01-21
Q4 2014BERRY PLASTICS GROUP INC
CUSIP 08579W103
United StatesCOM07,658+7,658$0$242,000+$242,0002015-01-21
Q3 2014LACLEDE GROUP INC
CUSIP 505597104
COM04,970+4,970$0$231,000+$231,0002014-10-03
Q3 2014BERKSHIRE HATHAWAY INC CL A
CUSIP 084670108
United StatesCOM01+1$0$207,000+$207,0002014-10-03
Q3 2014AK STEEL HLDG CORP
CUSIP 001547108
COM010,000+10,000$0$80,000+$80,0002014-10-03
Q2 2014FS INVESTMENT CORPORATION
CUSIP 302635107
COM019,231+19,231$0$205,000+$205,0002014-07-15
Q1 2014WISCONSIN ENERGY CORP
CUSIP 976657106
COM011,465+11,465$0$534,000+$534,0002014-04-15
Q1 2014REYNOLDS AMERICAN INC
CUSIP 761713106
COM03,822+3,822$0$204,000+$204,0002014-04-15
Q1 2014COASTWAY BANCORP
CUSIP 190632109
COM015,000+15,000$0$154,000+$154,0002014-04-15
Q4 2013HEWLETT-PACKARD CO
CUSIP 428236103
COM020,075+20,075$0$562,000+$562,0002014-01-22
Q3 2013BERRY PLASTICS GROUP INC
CUSIP 08579W103
United StatesCOM026,536+26,536$0$530,000+$530,0002013-10-16
Q3 2013TOTAL SA ADR
CUSIP 89151E109
COM05,075+5,075$0$294,000+$294,0002013-10-16

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