Apriem Advisors quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Apriem Advisors opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1425165): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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; 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 |
|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | United States | $1.048B | 131 |
| AMERICAN NATIONAL BANK & TRUST | United States | $1.048B | 615 |
| Long Pond Capital, LP | United States | $1.047B | 33 |
| WAYCROSS PARTNERS, LLC | United States | $1.047B | 76 |
| Randolph Co Inc | United States | $1.047B | 43 |
| Asset Advisors Investment Management, LLC | United States | $1.049B | 106 |
| TRUE Private Wealth Advisors | United States | $1.049B | 266 |
| Compass Ion Advisors, LLC | United States | $1.049B | 398 |
| LVW Advisors, LLC | United States | $1.050B | 436 |
| Hudson Way Capital Management LLC | United States | $1.046B | 16 |