Virginia Estate & Retirement Planning Advisors Inc. 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, Virginia Estate & Retirement Planning Advisors Inc. opened 21 positions, added to 13, reduced 1, sold out of 4 and left 103 unchanged. The largest increase in value was PSLV (+$1,995,267); the largest decrease was HONZZZZ (-$10,397).
- D: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,665.
- MO: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,256.
- DKS: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 714.
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 919.
Two Form 13F-HR filings compared (SEC CIK 2115327): 2026-03-31 (filed 2026-05-12) 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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