Alaska Wealth Advisors, LLC historic quarter change: Foreign Funds, Sold out
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, Alaska 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 1731601), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 2017-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | Canada | $0.833B | 62 |
| ICICI Prudential Asset Management Co Ltd | India | $0.833B | 155 |
| Suncoast Equity Management | United States | $0.833B | 101 |
| Ramirez Asset Management, Inc. | United States | $0.832B | 349 |
| Family Manage LLC | United States | $0.834B | 305 |
| MANAGED ASSET PORTFOLIOS, LLC | United States | $0.834B | 51 |
| Accurate Wealth Management, LLC | United States | $0.831B | 533 |
| MATTERN CAPITAL MANAGEMENT, LLC | United States | $0.835B | 170 |
| SHENKMAN CAPITAL MANAGEMENT INC | United States | $0.831B | 81 |
| Claro Advisors Inc. | United States | $0.830B | 506 |