Advertisement
Screener

HFG Wealth Management, LLC Historic Quarter Change: Foreign Funds, Sold Out

HFG Wealth Management, LLC historic quarter change: Foreign Funds, Sold out

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 11 quarters from 2023-03-31 to 2026-06-30, HFG Wealth Management, 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 2027836), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-20); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-06-28); Q4 2023 (2023-03-31 to 2023-12-31, filed 2024-06-28). 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 2023-03-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Cladis Investment Advisory, LLCUnited States$0.182B159
DELTA CAPITAL MANAGEMENT LLCUnited States$0.182B104
Elefante Mark BUnited States$0.182B187
Silverberg Bernstein Capital Management LLCUnited States$0.182B68
Nikulski Financial, Inc.United States$0.182B32
Anderson Financial Strategies, LLCUnited States$0.182B32
LAM GROUP, INC.United States$0.182B136
HAGER INVESTMENT MANAGEMENT SERVICES, LLCUnited States$0.182B329
TILIA FIDUCIARY PARTNERS, INC.United States$0.182B115
Oak Wealth Advisors LLCUnited States$0.182B58