Advertisement
Screener

ELLERSON GROUP INC /ADV Historic Quarter Change: Foreign Funds, Sold Out

ELLERSON GROUP INC /ADV 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 10 quarters from 2023-12-31 to 2026-06-30, ELLERSON GROUP INC /ADV opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 935570), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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 2022-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Redwood Financial Network CorpUnited States$0.153B170
PUREfi Wealth, LLCUnited States$0.153B188
SeaTown Holdings Pte. Ltd.Singapore$0.153B17
Round Hill Asset ManagementUnited States$0.153B62
Sellaronda Global Management LPUnited States$0.152B8
Horizons Wealth ManagementUnited States$0.152B173
Comprehensive Money Management Services LLCUnited States$0.152B193
Fiduciary Wealth Partners, LLCUnited States$0.153B60
TOWER TRUST & INVESTMENT CoUnited States$0.152B209
Marshall & Sterling Wealth Advisors Inc.United States$0.153B344