Financial Life Planners quarter change: Foreign Funds, New
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), from the quarter ended 2026-03-31 to 2026-06-30, Financial Life Planners opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2053368): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-21). 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 |
|---|---|---|---|
| Nicholson Meyer Capital Management, Inc. | United States | $0.130B | 43 |
| NIGHTVIEW CAPITAL, LLC | United States | $0.131B | 15 |
| Clarendon Private LLC | United States | $0.130B | 119 |
| Oder Investment Management, LLC | United States | $0.130B | 102 |
| Eddie Patel Inc | United States | $0.130B | 95 |
| Cushing Capital Partners, LLC | United States | $0.130B | 96 |
| Emmett Investment Management, LP | United States | $0.131B | 24 |
| Illumine Investment Management, LLC | United States | $0.130B | 92 |
| Castlefield Investment Partners LLP | United Kingdom | $0.131B | 35 |
| Windward Management LP | United States | $0.130B | 10 |