Advertisement
Screener

BLUEDOOR PRIVATE WEALTH, LLC Historic Quarter Change: Foreign Funds, Sold Out

BLUEDOOR PRIVATE WEALTH, LLC historic quarter change: Foreign Funds, Sold out

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 2 quarters from 2025-12-31 to 2026-06-30, BLUEDOOR PRIVATE WEALTH, 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 2110994), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05). 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 2025-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
VIEWPOINT INVESTMENT PARTNERS CORPCanada$0.216B97
Murphy, Middleton, Hinkle & Parker, Inc.United States$0.216B133
State Insurance FundUnited States$0.216B1
1248 Management, LLCUnited States$0.216B147
Mader & Shannon Wealth Management, Inc.United States$0.216B20
Long Island Wealth Management, Inc.United States$0.216B89
POSTROCK PARTNERS LLCUnited States$0.216B82
Old North State Wealth Management, LLCUnited States$0.216B112
Hardin Capital Partners, LLCUnited States$0.216B140
OPTIMA CAPITAL LLCUnited States$0.215B269