Advertisement
Screener

CRA Financial Services, LLC Historic Quarter Change: USA Other Stocks, Sold Out

CRA Financial Services, LLC historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CRA Financial Services, LLC opened 2 positions, added to 1, reduced 2 and sold out of 4.

  • Q1 2026: Stock ATAI BECKLEY NV; Country of operation —; Class SHS; Shares before 12,903.
  • Q4 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 339.
  • Q3 2024: Stock MATINAS BIOPHARMA HLDGS INC; Country of operation United States; Class COM; Shares before 10,000.
  • Q2 2024: Stock SEELOS THERAPEUTICS INC; Country of operation United States; Class COM NEW; Shares before 11,889.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1765594), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); 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 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026ATAI BECKLEY NV
CUSIP N0731H103
SHS12,9030-12,903$52,773$0-$52,7732026-04-09
Q4 2024BLACKROCK INC
CUSIP 09247X101
United StatesCOM3390-339$321,884$0-$321,8842025-01-31
Q3 2024MATINAS BIOPHARMA HLDGS INC
CUSIP 576810105
United StatesCOM10,0000-10,000$1,583$0-$1,5832024-10-10
Q2 2024SEELOS THERAPEUTICS INC
CUSIP 81577F208
United StatesCOM NEW11,8890-11,889$7,026$0-$7,0262024-07-12

Similar Firms

Firm NameCountry13F ValueHoldings
Slow Capital, Inc.United States$0.770B104
Revolve Wealth Partners, LLCUnited States$0.770B230
Wahed Invest LLCUnited States$0.770B225
Concord Wealth PartnersUnited States$0.770B207
CULBERTSON A N & CO INCUnited States$0.771B132
LexAurum Advisors, LLCUnited States$0.771B400
Orange Investment Advisors, Inc.United States$0.772B145
Arbor Investment Advisors, LLCUnited States$0.768B114
CANYON CAPITAL ADVISORS LLCUnited States$0.772B19
D'Orazio & Associates, Inc.United States$0.772B299