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Savvy Advisors, Inc. Last Quarter Change: USA Other Stocks, Sold Out

Savvy Advisors, Inc. quarter change: USA Other Stocks, Sold out

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, Savvy Advisors, Inc. opened 1 positions, added to 1, reduced 0, sold out of 2 and left 0 unchanged. The largest increase in value was ROCKWELL MED INC (+$5,505); the largest decrease was DUPONT DE NEMOURS INC (-$324,989).

  • DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 7,096; Shares 2026-06-30 0.
  • CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 9,929; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2003633): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-03). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
DUPONT DE NEMOURS INC
CUSIP 26614N102
United StatesCOM7,0960-7,096$324,989$0-$324,989
CARNIVAL CORP
CUSIP 143658300
COMMON STOCK9,9290-9,929$256,972$0-$256,972

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