Leicht Financial Planning & Wealth Management, Inc. 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, Leicht Financial Planning & Wealth Management, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1710666): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-22). 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 |
|---|---|---|---|
| GoalFusion Wealth Management, LLC | United States | $0.220B | 30 |
| GP Brinson Investments LLC | United States | $0.220B | 14 |
| William Marsh Rice University | United States | $0.221B | 2 |
| Team Financial Group, LLC | United States | $0.220B | 273 |
| Decker Retirement Planning Inc. | United States | $0.221B | 284 |
| Long Path Partners LP | United States | $0.220B | 9 |
| Mosley Wealth Management | United States | $0.221B | 466 |
| Georgetown University | United States | $0.221B | 11 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | United States | $0.220B | 80 |
| Socorro Asset Management LP | United States | $0.221B | 32 |