Advertisement
Screener

PURSUIT WEALTH STRATEGIES, LLC Historic Quarter Change: Foreign Stocks, New

PURSUIT WEALTH STRATEGIES, LLC historic quarter change: Foreign Stocks, New

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, PURSUIT WEALTH STRATEGIES, LLC opened 1 positions, added to 2, reduced 1 and sold out of 0.

  • Q1 2026: Stock NGG; Country of operation —; Class SPONSORED ADR NE; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2116904), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026NGG
NATIONAL GRID PLC
SPONSORED ADR NE02,601+2,601$0$220,042+$220,0422026-05-15

Similar Firms

Firm NameCountry13F ValueHoldings
Luminist Capital LLCUnited States$0.072B119
NATIXIS ADVISORS, LLCUnited States$0.072B2,085
Divco West Real Estate Services, LLCUnited States$0.072B4
Hauser Brothers GmbHGermany$0.071B4
Wallace Hart LLCUnited States$0.073B34
BAYPOINTE PARTNERS LLCUnited States$0.073B20
Retireful, LLCUnited States$0.071B84
FINANCIAL COUNSELORS INCUnited States$0.071B12
Benson Wealth Management INCUnited States$0.073B354
Tripletail Wealth Management, LLCUnited States$0.073B255