Advertisement
Screener

Henderson Brothers Financial Partners, LLC Last Quarter Change: USA ETF, Unchanged

Henderson Brothers Financial Partners, LLC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Henderson Brothers Financial Partners, LLC opened 8 positions, added to 1, reduced 30, sold out of 18 and left 0 unchanged. The largest increase in value was SPYM (+$37,423,880); the largest decrease was FBND (-$37,710,116).

Two Form 13F-HR filings compared (SEC CIK 2064329): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Z3 Capital Partners, LLCUnited States$0.395B187
Raub Brock Capital Management LPUnited States$0.395B43
Prosperity Planning, Inc.United States$0.395B110
Greenstone Partners & Co., LLCUnited States$0.395B9
KELLEHER FINANCIAL ADVISORSUnited States$0.395B845
DKRT Investments Corp.Canada$0.395B48
Pacific Center for Financial ServicesUnited States$0.394B513
PCG Wealth Advisors, LLCUnited States$0.395B164
Index Venture Life Associates VI LtdJersey$0.396B1
Peak Financial Management, Inc.United States$0.394B100