ANDREWS, LUCIA WEALTH MANAGEMENT LLC historic quarter change: Foreign Funds, New
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, ANDREWS, LUCIA 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 1906227), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-11); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); 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 |
|---|---|---|---|
| Montaka Global Pty Ltd | Australia | $0.167B | 21 |
| Lummis Asset Management, LP | United States | $0.167B | 194 |
| Grafton Street Partners Management Company, LLC | United States | $0.167B | 11 |
| Triavera Capital LLC | United States | $0.167B | 16 |
| PURSUE WEALTH PARTNERS LLC | United States | $0.167B | 101 |
| Farrell Financial LLC | United States | $0.167B | 76 |
| MEMBERS WEALTH LLC | United States | $0.167B | 113 |
| ROI Financial Advisors, LLC | United States | $0.167B | 66 |
| Ariston Services Group | United States | $0.167B | 71 |
| KESTREL INVESTMENT MANAGEMENT CORP | United States | $0.167B | 39 |