Wood Tarver Financial Group, LLC historic quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Wood Tarver Financial Group, LLC opened 24 positions, added to 1, reduced 2 and sold out of 60.
- Q1 2025: Stock NVS; Country of operation —; Class SPONSORED ADR; Shares before 59.
- Q1 2025: Stock TAK; Country of operation —; Class SPONSORED ADS; Shares before 53.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059344), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29). 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 2024-12-31.
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