SHP Wealth Management 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, SHP Wealth Management opened 0 positions, added to 1, reduced 0, sold out of 5 and left 3 unchanged. The largest increase in value was AMERICAN BITCOIN CORP. (+$2,059); the largest decrease was DUPONT DE NEMOURS INC (-$90,082).
- DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 1,967; Shares 2026-06-30 0.
- CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 1,537; Shares 2026-06-30 0.
- IMMUNIC INC: Country of operation United States; Class COM; Shares 2026-03-31 140; Shares 2026-06-30 0.
- CARPARTS COM INC: Country of operation United States; Class COM; Shares 2026-03-31 47; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1807060): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-11). 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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