Advertisement
Screener

Livet Wealth, LLC Historic Quarter Change: Foreign Other Stocks, Reduced

Livet Wealth, LLC historic quarter change: Foreign Other Stocks, Reduced

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 2 quarters from 2025-12-31 to 2026-06-30, Livet Wealth, 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 2111409), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24). 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 2025-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Providence Wealth Advisors, LLCUnited States$0.157B81
CDC Financial, Inc.United States$0.157B49
FWG Investments, LLC.United States$0.157B117
Henson-Edgewater Management, LLCUnited States$0.157B66
SYNTAX RESEARCH, INC.United States$0.157B192
Three Magnolias Financial Advisors, LLCUnited States$0.157B103
Seros Financial, LLCUnited States$0.157B58
AlpenGlobal Capital LLCUnited States$0.157B36
ELKHORN PARTNERS LIMITED PARTNERSHIPUnited States$0.157B48
CERTIOR FINANCIAL GROUP, LLCUnited States$0.157B130