Arkfeld Wealth Strategies, L.L.C. historic quarter change: Foreign Funds, Reduced
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, Arkfeld Wealth Strategies, L.L.C. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1789382), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); 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 |
|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | United States | $0.317B | 149 |
| Interchange Capital Partners, LLC | United States | $0.317B | 309 |
| Gerald Baker Financial Group LLC | United States | $0.316B | 114 |
| MTM Investment Management, LLC | United States | $0.316B | 709 |
| MARS JEWETT FINANCIAL GROUP, INC. | United States | $0.316B | 37 |
| KHIS Custodian LP | United States | $0.316B | 1 |
| C Partners Holding GmbH | Switzerland | $0.317B | 8 |
| Keewaydin Investments LLC | United States | $0.317B | 16 |
| Waterford Advisors, LLC | United States | $0.315B | 57 |
| CISCO SYSTEMS, INC. | United States | $0.317B | 3 |