Fairway Wealth LLC 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, Fairway Wealth 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 2019393), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2023-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MPS Loria Financial Planners, LLC | United States | $0.379B | 94 |
| SOMERVILLE KURT F | United States | $0.379B | 402 |
| Neo Ivy Capital Management | United States | $0.379B | 315 |
| BWM Planning, LLC | United States | $0.379B | 118 |
| Progressive Investment Management Corp | United States | $0.379B | 58 |
| Highland Financial Advisors, LLC | United States | $0.379B | 67 |
| Cardinal Strategic Wealth Guidance | United States | $0.379B | 63 |
| Rooted Wealth Advisors, Inc. | United States | $0.379B | 144 |
| Empirical Asset Management, LLC | United States | $0.379B | 396 |
| LEGACY FINANCIAL GROUP, INC. | United States | $0.378B | 89 |