Aberdeen Wealth Management LLC historic quarter change: Foreign Warrants, Sold out
In warrants (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Aberdeen Wealth Management LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802654), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); 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 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Transcendent Capital Group LLC | United States | $0.219B | 112 |
| Horrell Capital Management, Inc. | United States | $0.219B | 194 |
| Yoder Wealth Management, Inc. | United States | $0.219B | 124 |
| Financial Avengers, Inc. | United States | $0.219B | 151 |
| IDG China Venture Capital Fund IV Associates L.P. | Hong Kong | $0.219B | 4 |
| GARRISON POINT ADVISORS, LLC | United States | $0.219B | 168 |
| SHAKER INVESTMENTS LLC/OH | United States | $0.220B | 82 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | United States | $0.220B | 148 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | United States | $0.220B | 181 |
| DCM Advisors, LLC | United States | $0.220B | 38 |