Mason Investment Advisory Services, Inc. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Mason Investment Advisory Services, Inc. opened 1 positions, added to 1, reduced 10, sold out of 2 and left 5 unchanged. The largest increase in value was LRCX (+$277,510); the largest decrease was XOMXXXX (-$548,168).
- ANET: Country of operation United States; Class COM SHS; Shares 2026-03-31 4,955; Shares 2026-06-30 4,955.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 1,856; Shares 2026-06-30 1,856.
- GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 2026-03-31 2,774; Shares 2026-06-30 2,774.
- PGEN: Country of operation United States; Class COM; Shares 2026-03-31 10,000; Shares 2026-06-30 10,000.
Two Form 13F-HR filings compared (SEC CIK 1635007): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). 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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