Advertisement
Screener

Brightwater Advisory LLC Last Quarter Change: USA Other Stocks, New

Brightwater Advisory LLC quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Brightwater Advisory LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2034566): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-08-10). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Hartmann Taylor Wealth Management, LLCUnited States$0.151B54
Palouse Capital Management, Inc.United States$0.151B135
MFA Wealth ServicesUnited States$0.151B123
Dauntless Investment Group, LLCUnited States$0.151B69
Morgan Creek Capital Management, LLCUnited States$0.151B9
Alta Partners Management Company, L.P.United States$0.151B2
Key Capital Management, INCUnited States$0.151B687
Hudson Executive Capital LPUnited States$0.151B2
Hickory Point Bank & TrustUnited States$0.152B585
M.E. ALLISON & CO., INC.United States$0.151B193