Leicht Financial Planning & Wealth Management, Inc. quarter change: Foreign Rights, Reduced
In rights (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 |