Allie Family Office LLC quarter change: Foreign Funds, Reduced
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, Allie Family Office 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 1908612): 2026-03-31 (filed 2026-05-14) 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 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 |