Advertisement
Screener

Citadel Investment Advisory, Inc. Historic Quarter Change: Foreign Funds, Added

Citadel Investment Advisory, Inc. historic quarter change: Foreign Funds, Added

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, Citadel Investment Advisory, 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 1811907), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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 2020-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Painted Porch Advisors LLCUnited States$0.210B67
Kiker Wealth Management, LLCUnited States$0.209B132
Blue Sky Capital Consultants Group, Inc.United States$0.210B76
GREAT HILL PARTNERS, L.P.United States$0.210B1
Lynx Investment AdvisoryUnited States$0.209B400
GLYNN CAPITAL MANAGEMENT LLCUnited States$0.209B42
P2 Capital Partners, LLCUnited States$0.210B10
CMG Global Holdings, LLCUnited States$0.210B96
Adalta Capital Management LLCUnited States$0.209B120
Thayer Partners, LLC / MAUnited States$0.210B94