ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC historic quarter change: Foreign ADRs, Reduced
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC opened 0 positions, added to 10, reduced 5 and sold out of 4.
- Q2 2025: Stock TOTALENERGIES SE; Country of operation —; Class SPONSORED ADS; Shares before 6,380.
- Q2 2025: Stock ASTRAZENECA PLC; Country of operation —; Class SPONSORED ADR; Shares before 4,563.
- Q2 2024: Stock TOTALENERGIES SE; Country of operation —; Class SPONSORED ADS; Shares before 5,185.
- Q1 2024: Stock TOTALENERGIES SE; Country of operation —; Class SPONSORED ADS; Shares before 5,735.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1931870), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2022-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Payne Capital Management, LLC | United States | $0.331B | 79 |
| Provident Wealth Management, LLC | United States | $0.331B | 134 |
| Impact Capital Partners LLC | United States | $0.331B | 276 |
| HT Partners LLC | United States | $0.330B | 55 |
| Next Capital Management LLC | United States | $0.330B | 134 |
| Reliant Wealth Planning | United States | $0.331B | 51 |
| Hidden Lake Asset Management LP | United States | $0.331B | 28 |
| QUATTRO FINANCIAL ADVISORS LLC | United States | $0.331B | 91 |
| Maniro Ltd | Bahamas | $0.330B | 25 |
| Schorn Wealth LLC | United States | $0.331B | 76 |