DWR WEALTH MANAGEMENT, LLC historic quarter change: Foreign Warrants, Sold out
In warrants (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, DWR 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 2123012), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| GK Wealth Management LLC | United States | $0.115B | 51 |
| Ativo Capital Management LLC | United States | $0.115B | 55 |
| Investment Advisory Services Group LLC | United States | $0.115B | 29 |
| WealthPoint Financial, LLC | United States | $0.115B | 117 |
| Powerhouse Assets LLC | United States | $0.115B | 55 |
| Potomac Capital Management, Inc. | United States | $0.115B | 67 |
| Carter Financial, LLC | United States | $0.115B | 28 |
| BAYBAN | United States | $0.115B | 671 |
| Anabranch Capital Management, LP | United States | $0.115B | 5 |
| Palatine Hill Wealth Management, LLC | United States | $0.115B | 48 |