VOISARD ASSET MANAGEMENT GROUP, INC. historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, VOISARD ASSET MANAGEMENT GROUP, INC. opened 150 positions, added to 274, reduced 180 and sold out of 183.
- Q2 2026: Stock SPTM; Country of operation —; Class ST STR PR SP1500; Shares before 0.
- Q2 2026: Stock SPTI; Country of operation —; Class ST INTER ETF; Shares before 0.
- Q2 2026: Stock DFLV; Country of operation —; Class US LARG VALU ETF; Shares before 0.
- Q2 2026: Stock SHM; Country of operation —; Class ST NUVE TERM ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011215), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Mass General Brigham, Inc | United States | $0.469B | 6 |
| Regents Gate Capital LLP | United Kingdom | $0.469B | 36 |
| Archer Investment Corp | United States | $0.469B | 1,248 |
| Kraft, Davis & Associates, LLC | United States | $0.469B | 151 |
| Stieven Capital Advisors, L.P. | United States | $0.468B | 35 |
| Lightrock Netherlands B.V. | Netherlands | $0.468B | 39 |
| Abel Hall, LLC | United States | $0.469B | 811 |
| CM WEALTH ADVISORS LLC | United States | $0.470B | 146 |
| Stonebrook Private Inc. | United States | $0.470B | 225 |
| Uniting Wealth Partners, LLC | United States | $0.470B | 205 |