DBK Financial Counsel, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, DBK Financial Counsel, LLC opened 1 positions, added to 2, reduced 6, sold out of 0 and left 1 unchanged. The largest increase in value was NVDA (+$334,370); the largest decrease was GLD (-$583,324).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 12,928; Shares 2026-06-30 12,939.
- CSCO: Country of operation United States; Class COM; Shares 2026-03-31 3,114; Shares 2026-06-30 3,128.
Two Form 13F-HR filings compared (SEC CIK 1904822): 2026-03-31 (filed 2026-06-03) and 2026-06-30 (filed 2026-07-21). 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 |
|---|---|---|---|
| University of Pittsburgh - Of the Commonwealth System of Higher Education | United States | $0.130B | 2 |
| Carbahal Olsen Financial Services Group, LLC | United States | $0.130B | 42 |
| Freestate Advisors LLC | United States | $0.130B | 41 |
| LifePlan Financial, LLC | United States | $0.130B | 86 |
| Fjell Capital, LLC | United States | $0.130B | 66 |
| PUREfi Wealth, LLC | United States | $0.131B | 164 |
| Life Planning Partners, Inc | United States | $0.131B | 66 |
| Vested Financial Planning, LLC | United States | $0.130B | 30 |
| Palacios Wealth Management, LLC | United States | $0.131B | 68 |
| Emmett Investment Management, LP | United States | $0.130B | 22 |