Kuhn & Co Investment Counsel quarter change: Foreign Funds, Reduced
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), from the quarter ended 2026-03-31 to 2026-06-30, Kuhn & Co Investment Counsel opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2011958): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-31). 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 |
|---|---|---|---|
| CAPSTONE CAPITAL LLC | United States | $0.155B | 22 |
| DeLarme Wealth Management, Inc. | United States | $0.155B | 63 |
| RETIREMENT PLANNING GROUP, LLC / NY | United States | $0.155B | 94 |
| Future Financial Wealth Managment LLC | United States | $0.155B | 128 |
| Legend Financial Advisors, Inc. | United States | $0.155B | 38 |
| Summit Portfolio Management, LTD. | United States | $0.155B | 24 |
| WESTCO ADVISORY SERVICES INC /ADV | United States | $0.156B | 104 |
| Archvest Wealth Advisors, Inc. | United States | $0.155B | 74 |
| Good Steward Wealth Advisors,LLC | United States | $0.156B | 68 |
| TOWERVIEW LLC | United States | $0.155B | 16 |