Michels Family Financial, LLC quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Michels Family Financial, LLC opened 1 positions, added to 3, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was TSM (+$225,891); the largest decrease was VOD (-$153,529).
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 3,342; Shares 2026-06-30 3,342.
Two Form 13F-HR filings compared (SEC CIK 2053733): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-14). 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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