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PURSUE WEALTH PARTNERS LLC Historic Quarter Change: USA Other Stocks, Reduced

PURSUE WEALTH PARTNERS LLC historic quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, PURSUE WEALTH PARTNERS LLC opened 1 positions, added to 1, reduced 2 and sold out of 4.

  • Q3 2024: Stock ENVIVA INC; Country of operation United States; Class COM; Shares before 50,574.
  • Q1 2024: Stock ENVIVA INC; Country of operation United States; Class COM; Shares before 91,077.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911091), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024ENVIVA INC
CUSIP 29415B103
United StatesCOM50,57445,574-5,000$21,747$18,448-$3,2992024-10-28
Q1 2024ENVIVA INC
CUSIP 29415B103
United StatesCOM91,07750,574-40,503$90,694$22,258-$68,4362024-05-03

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