Lineweaver Wealth Advisors, LLC quarter change: USA Warrants, Sold out
In warrants (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Lineweaver Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1797873): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-09). 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; 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 |
|---|---|---|---|
| Allegheny Financial Group | United States | $0.742B | 290 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | United States | $0.742B | 153 |
| Sharkey, Howes & Javer | United States | $0.742B | 153 |
| Running Oak Capital LLC | United States | $0.741B | 108 |
| Abacus Planning Group, Inc. | United States | $0.743B | 264 |
| Ellenbecker Investment Group | United States | $0.743B | 134 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | United States | $0.743B | 262 |
| CAMDEN NATIONAL BANK | United States | $0.739B | 257 |
| Hendershot Investments Inc. | United States | $0.744B | 129 |
| Canal Capital Management, LLC | United States | $0.739B | 207 |