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Wealth Group Ltd Historic Quarter Change: Foreign Other Stocks, Sold Out

Wealth Group Ltd historic quarter change: Foreign Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Wealth Group Ltd opened 3 positions, added to 7, reduced 2 and sold out of 4.

  • Q2 2026: Stock NEW HOPE CORPORATION LIMITED SHS; Country of operation —; Class com; Shares before 15,000.
  • Q2 2026: Stock METAPLANET INCORPORATED SHS; Country of operation —; Class com; Shares before 13,055.
  • Q4 2025: Stock YANCOAL AUSTRALIA LIMITED SHS; Country of operation —; Class com; Shares before 16,760.
  • Q1 2025: Stock whitehaven coal lmt brisbane shs; Country of operation —; Class com; Shares before 13,032.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2010748), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-08); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NEW HOPE CORPORATION LIMITED SHS
CUSIP Q66635105
com15,0000-15,000$60,764$0-$60,7642026-07-10
Q2 2026METAPLANET INCORPORATED SHS
CUSIP J1357P101
com13,0550-13,055$24,174$0-$24,1742026-07-10
Q4 2025YANCOAL AUSTRALIA LIMITED SHS
CUSIP Q9869P115
com16,7600-16,760$58,723$0-$58,7232026-01-12
Q1 2025whitehaven coal lmt brisbane shs
CUSIP Q97664108
com13,0320-13,032$49,997$0-$49,9972025-04-10

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