Farnam Financial 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 7 quarters from 2024-09-30 to 2026-06-30, Farnam Financial 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 2080267), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-08-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-08-13). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| RED CRANE WEALTH MANAGEMENT, LLC | United States | $0.122B | 72 |
| CFO CAPITAL MANAGEMENT LLC | United States | $0.121B | 105 |
| Atlas Venture Advisors, Inc. | United States | $0.122B | 3 |
| Mirabaud Asset Management Ltd | United Kingdom | $0.121B | 32 |
| BLUE JEAN FINANCIAL LLC | United States | $0.121B | 68 |
| TT Capital Management LLC | United States | $0.121B | 73 |
| Nan Fung Group Holdings Ltd | Hong Kong | $0.121B | 24 |
| Frisco Financial Planning LLC | United States | $0.121B | 29 |
| SIERRA OCEAN, LLC | United States | $0.122B | 60 |
| Chapman Investment Management, LLC | United States | $0.121B | 26 |