AFT, FORSYTH & COMPANY, INC. historic quarter change: Foreign Funds, Added
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 11 quarters from 2013-06-30 to 2026-06-30, AFT, FORSYTH & COMPANY, 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 1512073), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). 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 2010-12-31. Not compared, as a quarter between them is not held here yet: 2013-09-30 to 2023-12-31 (missing 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| GRAND WEALTH MANAGEMENT, LLC | United States | $0.212B | 87 |
| COOPER/HAIMS ADVISORS, LLC | United States | $0.212B | 103 |
| Vestment Financial LLC | United States | $0.212B | 42 |
| CROBAN | United States | $0.213B | 73 |
| CVS HEALTH Corp | United States | $0.212B | 33 |
| SALZHAUER MICHAEL | United States | $0.212B | 75 |
| VESTIA PERSONAL WEALTH ADVISORS | United States | $0.213B | 99 |
| SPRENG CAPITAL MANAGEMENT, INC. | United States | $0.212B | 66 |
| Carl P. Sherr & Co., LLC | United States | $0.213B | 124 |
| Pinnacle Family Advisors, LLC | United States | $0.213B | 135 |