Briggs Wealth Management, Inc 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, Briggs Wealth Management, Inc opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109156), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Shelter Rock Management, LLC | United States | $0.094B | 35 |
| Boyer Financial Services, Inc. | United States | $0.094B | 44 |
| Boxwood Ventures, Inc. | United States | $0.094B | 34 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | United States | $0.094B | 39 |
| FirstWave Capital Management LLC | United States | $0.094B | 27 |
| JCSD Capital, LLC | United States | $0.095B | 29 |
| Galaxy Digital Capital Management GP LLC | United States | $0.095B | 54 |
| WealthCare Asset Management, LLC | United States | $0.094B | 32 |
| Arrow Investment Advisors, LLC | United States | $0.094B | 59 |
| Ankerstar Wealth, LLC | United States | $0.095B | 961 |