Left Brain Wealth Management, LLC historic quarter change: Foreign Other Stocks, Sold out
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 10 quarters from 2023-12-31 to 2026-06-30, Left Brain 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 1957370), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Incline Global Management LLC | United States | $0.255B | 24 |
| Tenon Financial LLC | United States | $0.255B | 54 |
| Integrity Wealth Solutions LLC | United States | $0.255B | 130 |
| FIRST FINANCIAL CORP /IN/ | United States | $0.255B | 413 |
| LifePlan Investment Advisors, Inc. | United States | $0.254B | 122 |
| Vermillion Wealth Management, Inc. | United States | $0.255B | 1,563 |
| Choice Wealth Advisors LLC | United States | $0.255B | 35 |
| Westwood Wealth Management | United States | $0.255B | 42 |
| 1776 Wealth LLC | United States | $0.254B | 146 |
| TIEMANN INVESTMENT ADVISORS, LLC | United States | $0.255B | 204 |