Westside Investment Management, Inc. historic 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), over 10 quarters from 2023-12-31 to 2026-06-30, Westside Investment Management, Inc. opened 6 positions, added to 2, reduced 12 and sold out of 6.
- Q2 2026: Stock BABA; Country of operation —; Class COM; Shares before 5,978.
- Q1 2026: Stock BABA; Country of operation —; Class COM; Shares before 6,812.
- Q4 2025: Stock BABA; Country of operation —; Class COM; Shares before 6,994.
- Q3 2025: Stock BABA; Country of operation —; Class COM; Shares before 7,769.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1538383), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-20); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). 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 2017-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alibaba Group Holding Ltd | Hong Kong | $0.653B | 2 |
| FINANCIAL MANAGEMENT NETWORK INC | United States | $0.653B | 191 |
| JOHNSON & JOHNSON | United States | $0.652B | 16 |
| Round Rock Advisors LLC | United States | $0.654B | 318 |
| Palo Alto Investors LP | United States | $0.654B | 51 |
| General Pension Society PZU Joint Stock Co | Poland | $0.654B | 15 |
| WPWealth LLP | United States | $0.654B | 97 |
| Hughes Financial Services, LLC | United States | $0.651B | 1,720 |
| Diversify Advisory Services, LLC | United States | $0.655B | 210 |
| BWCP, LP | United States | $0.656B | 27 |