Advertisement
Screener

Ervin Investment Management, LLC Last Quarter Change: Foreign Warrants, Reduced

Ervin Investment Management, LLC quarter change: Foreign Warrants, Reduced

In warrants (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Ervin Investment Management, 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 1907802): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-14). 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 NameCountry13F ValueHoldings
DEFINED WEALTH MANAGEMENT, LLCUnited States$0.171B109
TLW Wealth Management, LLCUnited States$0.171B16
ENGLISH CAPITAL MANAGEMENT LLCUnited States$0.171B36
Byrne Asset Management LLCUnited States$0.171B569
BETO FINANCIAL GROUP, LLCUnited States$0.171B152
Strategic Financial Planning, Inc.United States$0.171B40
Rareview Capital LLCUnited States$0.171B52
Milestone Asset Management Group, LLCUnited States$0.171B126
EQ WEALTH ADVISORS, LLCUnited States$0.171B54
CHANNING GLOBAL ADVISORS, LLCUnited States$0.171B47