AGH Wealth Advisors, LLC historic quarter change: Foreign SPAC Units, Sold out
In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, AGH Wealth Advisors, 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 2061010), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sovereign's Capital Management, LLC | United States | $0.136B | 76 |
| MUIRFIELD WEALTH ADVISORS LLC | United States | $0.136B | 80 |
| Womack Financial LLC | United States | $0.136B | 71 |
| Gagnon Advisors, LLC | United States | $0.136B | 22 |
| Black Diamond Capital Management I, LLLP | VIRGIN ISLANDS, U.S. | $0.136B | 8 |
| Lionshead Wealth Management, LLC | United States | $0.136B | 108 |
| WPG Advisers, LLC | United States | $0.136B | 1,476 |
| Pine Haven Investment Counsel, Inc | United States | $0.136B | 114 |
| Flagship Capital Management Inc. | United States | $0.136B | 48 |
| RAHLFS CAPITAL, LLC | United States | $0.136B | 86 |