Welch Group, LLC quarter change: Foreign ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Welch Group, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1443095): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-23). 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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Pallas Capital Advisors LLC | United States | $2.658B | 862 |
| Azimuth Capital Investment Management LLC | United States | $2.657B | 300 |
| Banque Cantonale Vaudoise | Switzerland | $2.657B | 960 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | United States | $2.668B | 468 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | United States | $2.655B | 174 |
| Turtle Creek Asset Management Inc. | Canada | $2.673B | 39 |
| Meritage Group LP | United States | $2.650B | 13 |
| Helikon Investments Ltd | United Kingdom | $2.649B | 17 |
| Cerberus Capital Management, L.P. | United States | $2.648B | 14 |
| Wharton Business Group, LLC | United States | $2.647B | 141 |