Walsh & Associates, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Walsh & Associates, LLC opened 22 positions, added to 57, reduced 36 and sold out of 14.
- Q2 2026: Stock BLW; Country of operation —; Class MF Closed and MF Open; Shares before 11,000.
- Q2 2026: Stock GOVT; Country of operation —; Class MF Closed and MF Open; Shares before 226.
- Q2 2026: Stock SPMB; Country of operation —; Class MF Closed and MF Open; Shares before 200.
- Q2 2026: Stock VCIT; Country of operation —; Class MF Closed and MF Open; Shares before 43.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2135144), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). 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 2025-12-31.
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