DecisionMap 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 6 quarters from 2024-12-31 to 2026-06-30, DecisionMap 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 2001526), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Meadow Creek Wealth Advisors LLC | United States | $0.155B | 135 |
| Yorkville Advisors Global, LP | United States | $0.155B | 44 |
| Collar Capital Management, LLC | United States | $0.155B | 72 |
| Grantvest Financial Group LLC | United States | $0.154B | 213 |
| LEIGH BALDWIN & CO., LLC | United States | $0.154B | 163 |
| ALBERT D MASON INC | United States | $0.154B | 129 |
| Elevate Capital Advisors, LLC | United States | $0.155B | 72 |
| STEINBERG ASSET MANAGEMENT LLC | United States | $0.154B | 40 |
| LeConte Wealth Management, LLC | United States | $0.155B | 152 |
| Equity Wealth Partners, LLC | United States | $0.155B | 76 |