BURKETT FINANCIAL SERVICES, 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 10 quarters from 2023-12-31 to 2026-06-30, BURKETT FINANCIAL SERVICES, 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 1762716), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-02); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-01). 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 |
|---|---|---|---|
| Francisco Partners Management, LP | United States | $0.292B | 3 |
| LCC Family Corp. | Canada | $0.292B | 1 |
| PENNINGTON PARTNERS & CO., LLC | United States | $0.292B | 114 |
| WARNER FINANCIAL, INC | United States | $0.292B | 135 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | Brazil | $0.292B | 7 |
| Bishop & Co Investment Management, LLC | United States | $0.292B | 26 |
| Members Advisory Group LLC | United States | $0.292B | 36 |
| BAROMETER CAPITAL MANAGEMENT INC. | Canada | $0.292B | 114 |
| Canopy Partners, LLC | United States | $0.291B | 245 |
| Walker Financial Services, Inc. | United States | $0.292B | 43 |