PALLADIEM, LLC historic quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 5 quarters from 2014-12-31 to 2026-06-30, PALLADIEM, LLC opened 1 positions, added to 0, reduced 1 and sold out of 2.
- Q3 2015: Stock TRANSCANADA CORP; Country of operation —; Class COM; Shares before 118.
- Q1 2015: Stock Medtronic Inc; Country of operation —; Class COM; Shares before 1,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1629271), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-21); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-24). 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 2014-12-31. Not compared, as a quarter between them is not held here yet: 2015-09-30 to 2025-12-31 (missing 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 |
|---|---|---|---|
| FELL CAPITAL MANAGEMENT /ADV | United States | $0.105B | 91 |
| Signet Private Wealth LLC | United States | $0.105B | 118 |
| Waycross Investment Management Co | United States | $0.105B | 44 |
| Weaver C. Barksdale & Associates, Inc. | United States | $0.105B | 62 |
| Expressive Wealth LLC | United States | $0.105B | 130 |
| Artesa Financial Group, LLC | United States | $0.105B | 55 |
| American National Bank of Texas | United States | $0.105B | 63 |
| McLaughlin Asset Management, Inc. | United States | $0.105B | 91 |
| JHP Wealth Management, LLC | United States | $0.105B | 32 |
| Safe Harbor Fiduciary, LLC | United States | $0.105B | 57 |