1620 INVESTMENT ADVISORS, INC. historic quarter change: Foreign Funds, New
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, 1620 INVESTMENT ADVISORS, 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 1907281), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2022-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cannon Wealth Management Services, LLC | United States | $0.148B | 85 |
| SLT Holdings LLC | United States | $0.148B | 136 |
| ROBINSON SMITH WEALTH ADVISORS LLC | United States | $0.148B | 84 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | United States | $0.148B | 107 |
| NORTH DALLAS BANK & TRUST CO | United States | $0.148B | 199 |
| MQS Management LLC | United States | $0.148B | 366 |
| DMC Group, LLC | United States | $0.148B | 141 |
| Foundation Wealth Management, LLC | United States | $0.148B | 44 |
| S. R. Schill & Associates | United States | $0.148B | 29 |
| Northern Lights Advisors, Inc. | United States | $0.148B | 57 |