MB, LEVIS & ASSOCIATES, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 14 quarters from 2022-12-31 to 2026-06-30, MB, LEVIS & ASSOCIATES, LLC opened 6 positions, added to 18, reduced 2 and sold out of 18.
- Q2 2026: Stock ORIGIN MATERIALS INC; Country of operation United States; Class COM; Shares before 299.
- Q3 2025: Stock BRC INC; Country of operation United States; Class COM CL A; Shares before 350.
- Q2 2025: Stock TILRAY BRANDS INC; Country of operation —; Class COM; Shares before 90.
- Q1 2025: Stock KARYOPHARM THERAPEUTICS INC; Country of operation United States; Class COM; Shares before 1,500.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2065807), 14 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-05-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-05-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-05-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-05-07); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-05-07); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-05-07); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-05-07); Q1 2023 (2022-12-31 to 2023-03-31, filed 2025-05-07). 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 2022-12-31.
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