Shoker Investment Counsel, Inc. historic quarter change: USA SPAC Units, Added
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, Shoker Investment Counsel, Inc. opened 1 positions, added to 11, reduced 4 and sold out of 0.
- Q3 2016: Stock POWERSHARES QQQ TRUST; Country of operation —; Class UNIT SER 1; Shares before 2,164.
- Q2 2016: Stock BLACKSTONE GROUP L P; Country of operation United States; Class COM UNIT LTD; Shares before 9,977.
- Q2 2016: Stock POWERSHARES QQQ TRUST; Country of operation —; Class UNIT SER 1; Shares before 2,158.
- Q1 2016: Stock BLACKSTONE GROUP L P; Country of operation United States; Class COM UNIT LTD; Shares before 9,165.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1599623), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15). 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 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Schiavi & Co LLC | United States | $0.337B | 51 |
| Freedom Investment Management, Inc. | United States | $0.337B | 153 |
| Independent Wealth Network Inc. | United States | $0.337B | 301 |
| Comprehensive Financial Consultants Institutional, Inc. | United States | $0.337B | 193 |
| Team Hewins, LLC | United States | $0.337B | 41 |
| Standard General L.P. | United States | $0.336B | 2 |
| Sterling Financial Planning, Inc. | United States | $0.337B | 117 |
| WT Wealth Management | United States | $0.336B | 138 |
| WIM INVESTMENT MANAGEMENT Ltd | Hong Kong | $0.337B | 20 |
| Leeward Financial Partners, LLC | United States | $0.336B | 97 |