Advertisement
Screener

BOYUM WEALTH ARCHITECTS LLC Historic Quarter Change: USA Preferred Shares, Sold Out

BOYUM WEALTH ARCHITECTS LLC historic quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, BOYUM WEALTH ARCHITECTS 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 2068635), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-02); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09). 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 2025-03-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
New England Professional Planning Group Inc.United States$0.239B49
STRATEGIC INVESTMENT MANAGEMENT, LLCUnited States$0.239B14
HF Capital, LLCUnited States$0.239B5
Gunderson Capital Management LLCUnited States$0.239B46
INSIGHT 2811, INC.United States$0.239B113
MB, LEVIS & ASSOCIATES, LLCUnited States$0.240B234
Mendel Money ManagementUnited States$0.239B137
MYECFO, LLCUnited States$0.239B66
Cadence Wealth Management LLCUnited States$0.240B58
SmartHarvest Portfolios, LLCUnited States$0.240B387