Boomfish Wealth Group, LLC historic quarter change: Foreign Rights, Sold out
In rights (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Boomfish Wealth Group, 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 2010786), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| First County Bank /CT/ | United States | $0.187B | 374 |
| Aspen Wealth Strategies, LLC | United States | $0.187B | 89 |
| Transmarket Holdings LP | United States | $0.187B | 39 |
| Chokshi & Queen Wealth Advisors, Inc | United States | $0.187B | 64 |
| Wingate Wealth Advisors, Inc. | United States | $0.187B | 121 |
| EQUITEC PROPRIETARY MARKETS, LLC | United States | $0.187B | 81 |
| Pearl Planning LLC | United States | $0.187B | 52 |
| Davidson Kahn Capital Management, LLC | United States | $0.188B | 62 |
| Carroll Investors, Inc | United States | $0.187B | 31 |
| Independence Wealth Advisors, LLC | United States | $0.188B | 90 |