MONETA GROUP INVESTMENT ADVISORS LLC quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MONETA GROUP INVESTMENT ADVISORS LLC opened 1 positions, added to 1, reduced 1, sold out of 2 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$755,940); the largest decrease was DUPONT DE NEMOURS INC (-$597,751).
- THE REAL BROKERAGE INC: Country of operation —; Class COM NEW; Shares 2026-03-31 0; Shares 2026-06-30 12,703.
Two Form 13F-HR filings compared (SEC CIK 1120927): 2026-03-31 (filed 2026-05-12) 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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