Advertisement
Screener

Lineweaver Wealth Advisors, LLC Historic Quarter Change: Foreign Warrants, New

Lineweaver Wealth Advisors, LLC historic quarter change: Foreign Warrants, New

In warrants (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Lineweaver Wealth Advisors, 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 1797873), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2019-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Allegheny Financial GroupUnited States$0.742B290
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.United States$0.742B153
Sharkey, Howes & JaverUnited States$0.742B153
Running Oak Capital LLCUnited States$0.741B108
Abacus Planning Group, Inc.United States$0.743B264
Ellenbecker Investment GroupUnited States$0.743B134
KNIGHTSBRIDGE ASSET MANAGEMENT, LLCUnited States$0.743B262
CAMDEN NATIONAL BANKUnited States$0.739B257
Hendershot Investments Inc.United States$0.744B129
Canal Capital Management, LLCUnited States$0.739B207