Charis Legacy Partners, LLC historic quarter change: Foreign Funds, Reduced
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 6 quarters from 2024-12-31 to 2026-06-30, Charis Legacy Partners, 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 2056602), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-08); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| VCU Investment Management Co | United States | $0.069B | 2 |
| Fidelis Wealth Advisors LLC | United States | $0.069B | 11 |
| WMS Group LLC | United States | $0.069B | 50 |
| McGrath & Associates, Inc. | United States | $0.068B | 41 |
| Shengqi Capital (Hong Kong) Ltd | Hong Kong | $0.068B | 5 |
| AXON CAPITAL LP | United States | $0.069B | 15 |
| Blossom Wealth Management | United States | $0.067B | 74 |
| Revelation Capital Management, LLC | United States | $0.067B | 2 |
| Rithm Capital Corp. | United States | $0.067B | 39 |
| Yorktown Energy Partners X, L.P. | United States | $0.069B | 4 |