Altus Wealth Management, LLC historic quarter change: Foreign Warrants, Sold out
In warrants (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Altus Wealth Management, 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 1802107), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WD RUTHERFORD LLC | United States | $0.225B | 71 |
| NIA IMPACT ADVISORS, LLC | United States | $0.225B | 89 |
| Family Capital Management, Inc. | United States | $0.225B | 104 |
| Ballast Asset Management, LP | United States | $0.225B | 52 |
| SEG Family Corp. | Canada | $0.225B | 1 |
| Keystone Global Partners, LLC | United States | $0.225B | 54 |
| Boit C F David | United States | $0.225B | 119 |
| Heritage Family Offices, LLP | United States | $0.225B | 196 |
| Prospect Hill Management, LLC | United States | $0.224B | 14 |
| Eukles Asset Management | United States | $0.224B | 238 |