Advertisement
Screener

Dodds Wealth, LLC Historic Quarter Change: Foreign Other Stocks, Sold Out

Dodds Wealth, LLC historic quarter change: Foreign Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Dodds Wealth, 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 1973728), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-24). 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 2023-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
HFR Wealth Management, LLCUnited States$0.407B49
Rothschild Capital Partners, LLCUnited States$0.408B90
Atlantic Edge Private Wealth Management, LLCUnited States$0.407B601
Coleford Investment Management Ltd.Canada$0.408B24
Global Wealth Strategies & AssociatesUnited States$0.407B543
DeDora Capital, Inc.United States$0.408B123
Lead Edge Capital Management, LLCUnited States$0.408B12
Parkwoods Wealth Partners, LLCUnited States$0.408B115
OCO Capital Partners, L.P.United States$0.408B9
M & L Capital Management LtdUnited Kingdom$0.407B19