Shorepath Capital Management LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Shorepath Capital Management LLC opened 0 positions, added to 9, reduced 3 and sold out of 0.
- Q2 2025: Stock IVV; Country of operation —; Class Common; Shares before 8,137.
- Q4 2024: Stock VEU; Country of operation —; Class Common; Shares before 17,614.
- Q4 2024: Stock BND; Country of operation —; Class Common; Shares before 9,453.
- Q3 2024: Stock VEU; Country of operation —; Class Common; Shares before 17,437.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2012685), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12). 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 2023-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||