Yanni & Associates Investment Advisors, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Yanni & Associates Investment Advisors, LLC opened 0 positions, added to 2, reduced 6, sold out of 0 and left 5 unchanged. The largest increase in value was TSLA (+$84,266); the largest decrease was XOMXXXX (-$91,261).
- TSLA: Country of operation United States; Class COM; Shares 2026-03-31 1,725; Shares 2026-06-30 1,725.
- MFC: Country of operation —; Class COM; Shares 2026-03-31 12,157; Shares 2026-06-30 12,157.
- DKS: Country of operation United States; Class COM; Shares 2026-03-31 1,140; Shares 2026-06-30 1,140.
- MRSH: Country of operation United States; Class COM; Shares 2026-03-31 3,180; Shares 2026-06-30 3,180.
Two Form 13F-HR filings compared (SEC CIK 2109644): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-09). 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.
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