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NRI Wealth Management LC Last Quarter Change: USA Stocks, Reduced

NRI Wealth Management LC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, NRI Wealth Management LC opened 0 positions, added to 9, reduced 2, sold out of 1 and left 4 unchanged. The largest increase in value was MU (+$3,185,233); the largest decrease was NFLX (-$696,510).

  • AAPL: Country of operation United States; Class COM; Shares 2025-09-30 35,866; Shares 2025-12-31 35,759.
  • BRKB: Country of operation —; Class CL B NEW; Shares 2025-09-30 9,794; Shares 2025-12-31 9,792.

Two Form 13F-HR filings compared (SEC CIK 2027950): 2025-09-30 (filed 2026-01-22) and 2025-12-31 (filed 2026-01-22). 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.

StockCountry of operationClassShares 2025-09-30Shares 2025-12-31Share changeValue 2025-09-30Value 2025-12-31Value change
AAPL
APPLE INC
United StatesCOM35,86635,759-107$9,132,434$9,721,500+$589,066
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW9,7949,792-2$4,923,599$4,922,080-$1,519

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