Advertisement
Screener

Strategic Investment Solutions, Inc. /IL Last Quarter Change: Foreign Stocks, Reduced

Strategic Investment Solutions, Inc. /IL quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Strategic Investment Solutions, Inc. /IL opened 5 positions, added to 4, reduced 1, sold out of 0 and left 17 unchanged. The largest increase in value was ARM (+$379,563); the largest decrease was BP (-$46,609).

  • BP: Country of operation —; Class ADR; Shares 2026-03-31 7,494; Shares 2026-06-30 1,174.

Two Form 13F-HR filings compared (SEC CIK 1960144): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-08). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
BP
BP P L C F
ADR7,4941,174-6,320$89,987$43,378-$46,609

Similar Firms

Firm NameCountry13F ValueHoldings
Milestone Investment Advisors LLCUnited States$0.414B139
Kelly Financial Services LLCUnited States$0.414B128
SERENITY CAPITAL MANAGEMENT PTE. LTD.Singapore$0.414B10
Sequent Planning LLCUnited States$0.414B242
Square Wave Capital, LLCUnited States$0.413B12
Watchman Group, Inc.United States$0.413B73
Retirement Management Systems Inc.United States$0.415B51
Outlook Wealth Advisors, LLCUnited States$0.413B310
Varenne Capital PartnersFrance$0.413B30
Lionstone Capital Management LLCUnited States$0.413B12