Advertisement
Screener

Colter Lewis Investment Partners LLC Last Quarter Change: Foreign Funds, Unchanged

Colter Lewis Investment Partners LLC quarter change: Foreign Funds, Unchanged

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), from the quarter ended 2026-03-31 to 2026-06-30, Colter Lewis Investment Partners 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 2107902): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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
Haven Global Partners, LLCUnited States$0.106B8
TrustWell Financial Advisors, LLCUnited States$0.106B70
Corient IA LPUnited States$0.106B279
Wheels Up Wealth, Inc.United States$0.106B24
Mann Financial Group, Inc.United States$0.106B31
Portus Wealth Advisors, LLCUnited States$0.106B568
Wildcat Capital Management, LLCUnited States$0.106B2
TANDEMGROWTH FINANCIAL ADVISORS LLCUnited States$0.106B22
Red Mountain Financial, LLCUnited States$0.106B79
Opus Financial Solutions LLCUnited States$0.106B103