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SIERRA SUMMIT ADVISORS LLC Historic Quarter Change: USA Other Stocks, New

SIERRA SUMMIT ADVISORS LLC historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SIERRA SUMMIT ADVISORS LLC opened 11 positions, added to 14, reduced 6 and sold out of 25.

  • Q3 2025: Stock THE REAL BROKERAGE INC; Country of operation —; Class COM NEW; Shares before 0.
  • Q3 2025: Stock BITCOIN DEPOT INC; Country of operation United States; Class COM; Shares before 0.
  • Q2 2025: Stock REDFIN CORP; Country of operation United States; Class COM; Shares before 0.
  • Q1 2025: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2012614), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025THE REAL BROKERAGE INC
CUSIP 75585H206
COM NEW0172,982+172,982$0$723,065+$723,0652025-11-12
Q3 2025BITCOIN DEPOT INC
CUSIP 09174P105
United StatesCOM0152,934+152,934$0$513,859+$513,8592025-11-12
Q2 2025REDFIN CORP
CUSIP 75737F108
United StatesCOM036,028+36,028$0$403,154+$403,1542025-08-12
Q1 2025BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108
United StatesCL A01+1$0$798,442+$798,4422025-05-12
Q1 2025CUSHMAN WAKEFIELD PLC
CUSIP G2717B108
SHS055,008+55,008$0$562,182+$562,1822025-05-12
Q3 2024LAM RESEARCH CORP
CUSIP 512807108
United StatesCOM012,196+12,196$0$9,952,912+$9,952,9122024-11-13
Q2 2024TEEKAY CORPORATION
CUSIP Y8564W103
COM072,999+72,999$0$654,802+$654,8022024-08-09
Q1 2024QUANTA SVCS INC
CUSIP 00748E106
COM022,824+22,824$0$5,929,676+$5,929,6762024-05-09
Q1 2024TARGET CORP
CUSIP 00876E110
COM08,382+8,382$0$1,485,375+$1,485,3752024-05-09
Q1 2024SOLARWINDS CORP
CUSIP 83417Q204
United StatesCOM NEW046,138+46,138$0$582,262+$582,2622024-05-09
Q1 2024RTX CORPORATION
CUSIP 00755E105
COM05,634+5,634$0$549,485+$549,4852024-05-09

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