INTEGRITY WEALTH ADVISORS, INC. historic quarter change: Foreign SPAC Units, New
In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 5 quarters from 2024-12-31 to 2026-03-31, INTEGRITY WEALTH ADVISORS, 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 1951908), 5 quarters: 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 2025-06-02). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CITY NATIONAL BANK OF FLORIDA /MSD | United States | $0.168B | 136 |
| SHARPEPOINT LLC | United States | $0.168B | 86 |
| OPUS INVESTMENT MANAGEMENT INC | United States | $0.168B | 30 |
| Catalina Capital Group, LLC | United States | $0.168B | 176 |
| Astra Wealth Partners LLC | United States | $0.168B | 95 |
| Yukon Wealth Management, Inc. | United States | $0.168B | 79 |
| Disciplined Investors, L.L.C. | United States | $0.168B | 139 |
| WealthTrust Asset Management, LLC | United States | $0.167B | 98 |
| William B. Walkup & Associates, Inc. | United States | $0.167B | 164 |
| KESTREL INVESTMENT MANAGEMENT CORP | United States | $0.167B | 39 |