US FINANCIAL ADVISORS, LLC historic quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), over 11 quarters from 2014-12-31 to 2025-03-31, US FINANCIAL ADVISORS, LLC opened 17 positions, added to 4, reduced 3 and sold out of 26.
- Q1 2016: Stock JPMORGAN CHASE & CO; Country of operation —; Class ALERIAN ML ETN; Shares before 15,575.
- Q4 2015: Stock JPMORGAN CHASE & CO; Country of operation —; Class ALERIAN ML ETN; Shares before 17,990.
- Q3 2015: Stock JPMORGAN CHASE & CO; Country of operation —; Class ALERIAN ML ETN; Shares before 21,854.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1640420), 11 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-20); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-18). 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 2015-03-31. Not compared, as a quarter between them is not held here yet: 2016-06-30 to 2023-12-31 (missing 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
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