COLTON GROOME FINANCIAL ADVISORS, LLC quarter change: USA Other Stocks, Unchanged
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$30,710); the largest decrease was BERKSHIRE HATHAWAY INC DEL (+$30,710).
- BERKSHIRE HATHAWAY INC DEL: Country of operation United States; Class CL A; Shares 2026-03-31 1; Shares 2026-06-30 1.
Two Form 13F-HR filings compared (SEC CIK 1780330): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-22). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alaethes Wealth, LLC | United States | $0.351B | 124 |
| Trinity Financial Advisors LLC | United States | $0.351B | 89 |
| Cypress Capital, LLC | United States | $0.351B | 95 |
| Enavate Sciences GP, LLC | United States | $0.352B | 7 |
| HTG Investment Advisors, Inc. | United States | $0.352B | 85 |
| Vision Retirement, LLC | United States | $0.352B | 649 |
| Legacy Wealth Management, LLC / MS | United States | $0.351B | 106 |
| FIDUCIARY FAMILY OFFICE, LLC | United States | $0.351B | 179 |
| ACORN CAPITAL ADVISORS, LLC | United States | $0.352B | 22 |
| Brown Miller Wealth Management, LLC | United States | $0.352B | 270 |