Advertisement
Screener

Halter Ferguson Financial Inc. Historic Quarter Change: Foreign ETF, Sold Out

Halter Ferguson Financial Inc. historic quarter change: Foreign ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Halter Ferguson Financial Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1842665), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-06-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2023-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
FWL INVESTMENT MANAGEMENT, LLCUnited States$0.456B346
ENTRUST GLOBAL PARTNERS L L CUnited States$0.456B6
Adams Wealth ManagementUnited States$0.455B145
LANDAAS & CO /WI /ADVUnited States$0.456B130
Herold Advisors, Inc.United States$0.455B263
WEST MICHIGAN ADVISORS, LLCUnited States$0.455B298
Eldridge Investment Advisors, Inc.United States$0.456B154
BRC Group Holdings, Inc.United States$0.456B21
AM INVESTMENT STRATEGIES LLCUnited States$0.455B111
Thrive Capital Management, LLCUnited States$0.456B169