Advertisement
Screener

Aberdeen Wealth Management LLC Last Quarter Change: Foreign Funds, Unchanged

Aberdeen Wealth Management LLC quarter change: Foreign Funds, Unchanged

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), from the quarter ended 2026-03-31 to 2026-06-30, Aberdeen Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1802654): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Transcendent Capital Group LLCUnited States$0.219B112
Horrell Capital Management, Inc.United States$0.219B194
Yoder Wealth Management, Inc.United States$0.219B124
Financial Avengers, Inc.United States$0.219B151
IDG China Venture Capital Fund IV Associates L.P.Hong Kong$0.219B4
GARRISON POINT ADVISORS, LLCUnited States$0.219B168
SHAKER INVESTMENTS LLC/OHUnited States$0.220B82
MORGAN DEMPSEY CAPITAL MANAGEMENT LLCUnited States$0.220B148
WOODWARD DIVERSIFIED CAPITAL, LLCUnited States$0.220B181
DCM Advisors, LLCUnited States$0.220B38