Number of Shares
170,333
Previous 199,329 14.55%
Holding current value
$15.7 Billion
Previous $16.8 Billion 6.95%
% of portfolio
10.29%
Previous 11.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
N/A
-28,996 Reduced 14.55%
170,333 $15.7 Billion
Q2 2025

Aug 07, 2025

BUY
N/A
199,329 New
199,329 $16.8 Billion
Track This Portfolio

Track Financially Speaking Inc Portfolio

Follow Financially Speaking Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financially Speaking Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financially Speaking Inc with notifications on news.