MARSHALL & SULLIVAN INC /WA/ quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, MARSHALL & SULLIVAN INC /WA/ opened 0 positions, added to 2, reduced 3, sold out of 21 and left 1 unchanged. The largest increase in value was IWM (+$2,900,948); the largest decrease was XLF (-$125,688).
- VB: Country of operation —; Class SMALL CP ETF; Shares 2025-06-30 9,411; Shares 2025-09-30 12,076.
- EEM: Country of operation —; Class MSCI EMG MKT ETF; Shares 2025-06-30 106,529; Shares 2025-09-30 107,516.
Two Form 13F-HR filings compared (SEC CIK 820123): 2025-06-30 (filed 2025-07-11) and 2025-09-30 (filed 2025-10-15). 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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