Cassilly Financial Group LLC historic quarter change: USA ADRs, Sold out
In depositary receipts for foreign shares (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Cassilly Financial 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 2090777), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10). 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. 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 |
|---|---|---|---|
| Corps Capital Advisors, LLC | United States | $0.115B | 96 |
| AMERICAN ASSET MANAGEMENT INC. | United States | $0.115B | 31 |
| Perissos Private Wealth Management, LLC | United States | $0.115B | 72 |
| RAFFLES ASSOCIATES LP | United States | $0.115B | 49 |
| LWM ADVISORS INC | United States | $0.115B | 34 |
| SPWM Advisors LLC | United States | $0.115B | 93 |
| NewCorp Financial Services, Inc. | United States | $0.115B | 50 |
| Hudson Oak Wealth Advisory LLC | United States | $0.115B | 52 |
| Quattro Advisors LLC | United States | $0.115B | 51 |
| BLVD Private Wealth, LLC | United States | $0.115B | 64 |