Philadelphia Investment Partners, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Philadelphia Investment Partners, LLC opened 6 positions, added to 17, reduced 13, sold out of 6 and left 14 unchanged. The largest increase in value was FRDM (+$6,316,715); the largest decrease was FRDM (-$5,005,758).
- FRDM: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 86,649.
- SPY: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,067.
- VIOG: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 2,457.
- VBR: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,171.
Two Form 13F-HR filings compared (SEC CIK 2131511): 2026-03-31 (filed 2026-05-05) 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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