Advertisement
Screener

Arbor Wealth Advisors LLC Historic Quarter Change: Foreign Warrants, Sold Out

Arbor Wealth Advisors 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, Arbor Wealth Advisors 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 2009890), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). 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 2023-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Balanced Rock Investment Advisors LLCUnited States$0.143B96
Argosy-Lionbridge Management, LLCUnited States$0.143B14
Navigate Wealth Management, LLCUnited States$0.142B72
Panoramic Capital, LLCUnited States$0.142B38
Bauman Advisory Group, LLCUnited States$0.143B63
Chatterton & Associates Inc.United States$0.143B97
Strong Retirement Solutions LLCUnited States$0.143B86
PRIMORIS WEALTH ADVISORS, LLCUnited States$0.143B96
SageOak Financial, LLCUnited States$0.142B35
Piscataqua Savings BankUnited States$0.142B527