Garden State Investment Advisory Services LLC historic quarter change: Foreign Funds, Reduced
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, Garden State Investment Advisory Services 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 1965351), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-12-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| AM INVESTMENT STRATEGIES LLC | United States | $0.455B | 111 |
| Aries Wealth Management | United States | $0.455B | 234 |
| WEST MICHIGAN ADVISORS, LLC | United States | $0.455B | 298 |
| Twelve Points Wealth Management LLC | United States | $0.455B | 200 |
| Herold Advisors, Inc. | United States | $0.455B | 263 |
| Adams Wealth Management | United States | $0.455B | 145 |
| ENTRUST GLOBAL PARTNERS L L C | United States | $0.456B | 6 |
| FWL INVESTMENT MANAGEMENT, LLC | United States | $0.456B | 346 |
| Halter Ferguson Financial Inc. | United States | $0.456B | 38 |
| LANDAAS & CO /WI /ADV | United States | $0.456B | 130 |