Squire Investment Management Company, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Squire Investment Management Company, LLC opened 2 positions, added to 13, reduced 2, sold out of 0 and left 2 unchanged. The largest increase in value was NBHC (+$563,764); the largest decrease was CVX (-$53,450).
- ZION: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 5,157.
- ET: Country of operation United States; Class COM UT LTD PTN; Shares 2026-03-31 0; Shares 2026-06-30 10,111.
Two Form 13F-HR filings compared (SEC CIK 2031291): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-28). 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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