NORTHEAST INVESTMENT MANAGEMENT historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, NORTHEAST INVESTMENT MANAGEMENT opened 127 positions, added to 175, reduced 153 and sold out of 121.
- Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 114,956.
- Q2 2026: Stock VB; Country of operation —; Class SMALL CP ETF; Shares before 132,988.
- Q2 2026: Stock VEA; Country of operation —; Class FTSE DEV MKT ETF; Shares before 484,270.
- Q2 2026: Stock VEU; Country of operation —; Class ALLWRLD EX US; Shares before 129,441.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1082215), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-01); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-06); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-27); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-06); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). 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 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| GC Wealth Management RIA, LLC | United States | $2.416B | 512 |
| Purpose Unlimited Inc. | Canada | $2.420B | 827 |
| Steele Capital Management, Inc. | United States | $2.414B | 86 |
| BLB&B Advisors, LLC | United States | $2.421B | 384 |
| Paralel Advisors LLC | United States | $2.406B | 108 |
| GHP Investment Advisors, Inc. | United States | $2.430B | 1,637 |
| RWC Asset Management LLP | United Kingdom | $2.399B | 163 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | United States | $2.435B | 787 |
| Krane Funds Advisors LLC | United States | $2.435B | 173 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | United States | $2.439B | 604 |