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Nalls Sherbakoff Group, LLC Historic Quarter Change: Foreign Stocks, Added

Nalls Sherbakoff Group, LLC historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2023-12-31 to 2026-06-30, Nalls Sherbakoff Group, LLC opened 18 positions, added to 3, reduced 4 and sold out of 19.

  • Q4 2025: Stock SHEL; Country of operation —; Class ADR; Shares before 270.
  • Q4 2025: Stock GSK; Country of operation —; Class ADR; Shares before 90.
  • Q4 2025: Stock HLN; Country of operation —; Class ADR; Shares before 113.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767500), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-03-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-03-12); Q1 2025 (2023-12-31 to 2025-03-31, filed 2026-03-12). 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 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025SHEL
SHELL PLC SPON ADS
ADR270484+214$19,313$35,567+$16,2542026-03-12
Q4 2025GSK
GSK PLC SPONSORED ADR
ADR90322+232$3,884$15,791+$11,9072026-03-12
Q4 2025HLN
HALEON PLC SPON ADS
ADR113404+291$1,014$4,080+$3,0662026-03-12

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