Westside Investment Management, Inc. historic quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (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 0 positions, added to 0, reduced 0 and sold out of 0.
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.
No position of this class changed this way in the filings compared.
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 |