Michels Family Financial, LLC historic quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Michels Family Financial, LLC opened 2 positions, added to 16, reduced 17 and sold out of 1.
- Q2 2026: Stock VOD; Country of operation —; Class SPONSORED ADR; Shares before 81,598.
- Q2 2026: Stock ERIC; Country of operation —; Class ADR B SEK 10; Shares before 70,774.
- Q1 2026: Stock ERIC; Country of operation —; Class ADR B SEK 10; Shares before 71,536.
- Q1 2026: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 12,751.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2053733), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-19); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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