Koa Wealth Management, LLC 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), from the quarter ended 2026-03-31 to 2026-06-30, Koa Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2022118): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-20). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Safir Wealth Advisors, LLC | United States | $0.138B | 19 |
| ATLANTIC FAMILY WEALTH, LLC | United States | $0.138B | 59 |
| RMR Capital Management, LLC | United States | $0.138B | 75 |
| DURANTE & WATERS, LLC | United States | $0.138B | 31 |
| Cogent Private Wealth, Inc. | United States | $0.139B | 98 |
| PLANWISER FINANCIAL, LLC | United States | $0.138B | 47 |
| WORMSER FRERES GESTION | France | $0.139B | 42 |
| SEVEN MILE ADVISORY | United States | $0.139B | 182 |
| Renaissance Capital LLC | United States | $0.138B | 47 |
| PartnerRe Asset Management CORP | United States | $0.138B | 2 |