Ritter Daniher Financial Advisory LLC / DE historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Ritter Daniher Financial Advisory LLC / DE opened 11 positions, added to 5, reduced 17 and sold out of 6.
- Q4 2025: Stock ULXXXX; Country of operation —; Class PON ADR NEW; Shares before 7,332.
- Q4 2025: Stock NVS; Country of operation —; Class PONSORED ADR; Shares before 3,272.
- Q4 2025: Stock DEO; Country of operation —; Class PON ADR NEW; Shares before 2,660.
- Q2 2024: Stock NIO; Country of operation China; Class SPON ADS; Shares before 2,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1936603), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2022-06-30.
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