Elwood & Goetz Wealth Advisory Group, LLC quarter change: USA Rights, Sold out
In rights (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Elwood & Goetz Wealth Advisory Group, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1752758): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |