Advertisement
Screener

Daviman Financial, LLC Historic Quarter Change: Foreign Funds, Sold Out

Daviman Financial, 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 2 quarters from 2025-12-31 to 2026-06-30, Daviman Financial, 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 2104394), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23). 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 2025-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Thoma Capital Management LLCUnited States$0.169B55
Forerunner Ventures Management, LLCUnited States$0.169B1
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/United States$0.169B161
United Financial Planning Group LLCUnited States$0.169B462
Emergent Wealth Advisors, LLCUnited States$0.169B125
Granite FO LLCUnited States$0.169B593
Mountain Hill Investment Partners Corp.United States$0.169B205
William Allan CorpUnited States$0.169B59
McHugh Group, LLCUnited States$0.169B82
Alpha Financial Partners LLCUnited States$0.169B103