Advertisement
Screener

Darwin Wealth Management, LLC Historic Quarter Change: Foreign Funds, Sold Out

Darwin Wealth Management, LLC historic quarter change: Foreign Funds, Sold out

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 11 quarters from 2016-06-30 to 2026-06-30, Darwin Wealth Management, 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 1663224), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-08-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-09-02); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

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

Similar Firms

Firm NameCountry13F ValueHoldings
FINANCIAL LIFE ADVISORSUnited States$0.321B52
Edenbrook Capital, LLCUnited States$0.321B28
Hixon Zuercher, LLCUnited States$0.321B85
Santori & Peters, Inc.United States$0.321B79
WATERSHED PRIVATE WEALTH LLCUnited States$0.321B111
Windmill Hill Asset Management LtdUnited Kingdom$0.321B23
BRADY FAMILY WEALTH, LLCUnited States$0.321B110
HAMILTON CAPITAL PARTNERS, LLCUnited States$0.320B30
Quaker Wealth Management, LLCUnited States$0.320B975
FORTRESS PRIVATE LEDGER, LLCUnited States$0.320B252