FRG Family Wealth Advisors LLC quarter change: USA ADRs, Unchanged
In depositary receipts for foreign shares (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, FRG Family Wealth Advisors 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 1893327): 2025-12-31 (filed 2026-01-21) and 2026-03-31 (filed 2026-04-24). 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 |
|---|---|---|---|
| IFG Advisors, LLC | United States | $0.611B | 149 |
| Convergence Investment Partners, LLC | United States | $0.611B | 235 |
| Citizens Business Bank | United States | $0.610B | 229 |
| Boston Standard Wealth Management, LLC | United States | $0.611B | 56 |
| Armbruster Capital Management, Inc. | United States | $0.610B | 132 |
| Verbena Value LP | United States | $0.611B | 26 |
| DUDLEY & SHANLEY, INC. | United States | $0.611B | 38 |
| Prosight Management, LP | United States | $0.610B | 46 |
| Pandi, LLC | United States | $0.610B | 4 |
| 12th Street Asset Management Company, LLC | United States | $0.611B | 32 |