KMT WEALTH MANAGEMENT, LLC historic quarter change: Foreign Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, KMT 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 2058235), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15). 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 |
|---|---|---|---|
| Nutshell Asset Management Ltd | United Kingdom | $0.184B | 35 |
| Longview Financial Advisors LLC | United States | $0.184B | 157 |
| Mullaney, Keating & Wright, Inc. | United States | $0.184B | 68 |
| Tassel Capital Management, Inc. | United States | $0.184B | 37 |
| P SCHOENFELD ASSET MANAGEMENT LP | United States | $0.184B | 35 |
| RFP Financial Group LLC | United States | $0.184B | 85 |
| HARBOUR INVESTMENT MANAGEMENT LLC | United States | $0.184B | 101 |
| Ameraudi Asset Management, Inc. | United States | $0.184B | 60 |
| SARD WEALTH MANAGEMENT GROUP, LLC | United States | $0.184B | 60 |
| GSI Capital Advisors LLC | United States | $0.184B | 58 |