Allie Family Office LLC historic quarter change: Foreign ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Allie Family Office LLC opened 1 positions, added to 0, reduced 0 and sold out of 2.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908612), 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 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); 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 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | United States | $0.229B | 137 |
| My Personal CFO, LLC | United States | $0.228B | 88 |
| Alliance Wealth Advisors, LLC | United States | $0.228B | 159 |
| Chris Bulman Inc | United States | $0.228B | 150 |
| Conrad N. Hilton Foundation | United States | $0.228B | 2 |
| GeoSphere Capital Management, LLC | United States | $0.229B | 42 |
| Cosmic Management, LLC | United States | $0.229B | 4 |
| Financial Planning Navigators CORP | United States | $0.228B | 51 |
| IRON Financial LLC | United States | $0.229B | 217 |
| UNION SAVINGS BANK | United States | $0.228B | 408 |