Quaker Wealth Management, LLC 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, Quaker Wealth Management, LLC opened 8 positions, added to 0, reduced 0, sold out of 3 and left 0 unchanged. The largest increase in value was RTXCORPORATION (+$692,814); the largest decrease was BERKSHIRE HATHAWAY INC DEL (-$718,140).
- RTXCORPORATION: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 3,652.
- FORTINETINC: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 369.
- TRAVELERSCOMPANIESINC: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 40.
- QUANTASVCSINC: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 5.
Two Form 13F-HR filings compared (SEC CIK 1733472): 2026-03-31 (filed 2026-04-10) and 2026-06-30 (filed 2026-07-24). 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; share change is the position change.
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