Phillip James Consulting Co. quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Phillip James Consulting Co. opened 1 positions, added to 0, reduced 0, sold out of 45 and left 0 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$748,850); the largest decrease was BERKSHIRE HATHAWAY INC (-$718,000).
- BERKSHIRE HATHAWAY INC DEL: Country of operation United States; Class CL A; Shares 2026-03-31 0; Shares 2026-06-30 1.
Two Form 13F-HR filings compared (SEC CIK 2111830): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-28). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sivik Global Healthcare LLC | United States | $0.000B | 34 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | United States | $0.000B | 73 |
| Delaware Ladera Management Company, Inc. | United States | $0.000B | 1 |
| Aquamarine Zurich AG | Switzerland | $0.000B | 7 |
| Aurora Investment Managers, LLC. | United States | $0.000B | 30 |
| STONERIDGE INVESTMENT PARTNERS LLC | United States | $0.000B | 128 |
| Strategic Wealth Advisors LLC | United States | $0.000B | 267 |
| Ferguson Johnson Wealth Management Inc | United States | $0.000B | 34 |
| Aurora Private Wealth, Inc. | United States | $0.000B | 167 |
| MOSAIC FINANCIAL GROUP, LLC | United States | $0.000B | 126 |