Advertisement
Screener

LongView Wealth Management Last Quarter Change: Foreign Preferred Shares, Sold Out

LongView Wealth Management quarter change: Foreign Preferred Shares, Sold out

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, LongView Wealth Management opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1990190): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-17). 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 NameCountry13F ValueHoldings
BCGM Wealth Management, LLCUnited States$0.398B178
May Hill Capital, LLCUnited States$0.398B223
Tillman Hartley LLCUnited States$0.398B146
SEARLE & CO.United States$0.398B194
KELLY FINANCIAL GROUP LLCUnited States$0.398B100
BARD ASSOCIATES INCUnited States$0.398B293
FORTEM FINANCIAL GROUP, LLCUnited States$0.399B173
TrueWealth Advisors, LLCUnited States$0.398B233
Fosun International LtdChina$0.399B66
NovaPoint Capital, LLCUnited States$0.399B79