Golden Bell Financial Planning LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Golden Bell Financial Planning LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 1 unchanged. The largest increase in value was BRKB (+$19,452); the largest decrease was CPAG (-$763,764).
- CPAG: Country of operation —; Class F/M COMPOUNDR US; Shares 2026-03-31 7,472; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2044309): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-31). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| VanWeelden Wealth Management, LLC | United States | $0.125B | 31 |
| REDSTONE WEALTH MANAGEMENT, LLC | United States | $0.125B | 43 |
| Mueller Wealth, LLC | United States | $0.125B | 17 |
| Lauer Wealth, LLC | United States | $0.126B | 67 |
| Cauble & Harre Wealth Management, Inc. | United States | $0.126B | 74 |
| VIRTUE ASSET MANAGEMENT LLC | United States | $0.126B | 106 |
| AGMAN CAPITAL LLC | United States | $0.126B | 18 |
| BluePrint Investing LLC | United States | $0.126B | 26 |
| Lane Generational LLC | United States | $0.126B | 39 |
| IDG China Venture Capital Fund V Associates L.P. | Hong Kong | $0.126B | 1 |