Elwood & Goetz Wealth Advisory Group, LLC historic quarter change: Foreign Funds, Added
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, Elwood & Goetz Wealth Advisory Group, 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 1752758), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2018-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| West Financial Advisors, LLC | United States | $0.589B | 193 |
| Ritter Daniher Financial Advisory LLC / DE | United States | $0.589B | 592 |
| PATTON FUND MANAGEMENT, INC. | United States | $0.589B | 488 |
| Fourthstone LLC | United States | $0.590B | 62 |
| Bellwether Advisors, LLC | United States | $0.590B | 159 |
| Blume Capital Management, Inc. | United States | $0.588B | 337 |
| Canvas Wealth Advisors, LLC | United States | $0.588B | 240 |
| DIADEMA PARTNERS LP | United States | $0.588B | 144 |
| Catalyst Funds Management Pty Ltd | Australia | $0.591B | 586 |
| Martel Wealth Advisors LLC | United States | $0.587B | 73 |