Midwest Professional Planners, LTD. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Midwest Professional Planners, LTD. opened 65 positions, added to 665, reduced 350 and sold out of 63.
- Q2 2026: Stock AMAT; Country of operation United States; Class COM; Shares before 24,230.
- Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 38,722.
- Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 7,562.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 79,147.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730575), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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 2017-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CYPRESS POINT INVESTMENT MANAGEMENT LP | United States | $0.424B | 32 |
| OnyxPoint Global Management LP | United States | $0.424B | 29 |
| Dunhill Financial, LLC | United Kingdom | $0.424B | 1,857 |
| Atlas Private Wealth Advisors | United States | $0.425B | 132 |
| MCDONALD PARTNERS LLC | United States | $0.424B | 208 |
| AMJ Financial Wealth Management | United States | $0.424B | 86 |
| All Terrain Financial Advisors, LLC | United States | $0.425B | 150 |
| SECTOR GAMMA AS | Norway | $0.423B | 42 |
| Farmers & Merchants Trust Co of Long Beach | United States | $0.426B | 302 |
| Total Clarity Wealth Management, Inc. | United States | $0.426B | 311 |