LWM Advisory Services, LLC historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, LWM Advisory Services, LLC opened 1 positions, added to 1, reduced 4 and sold out of 3.
- Q3 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 970.
- Q3 2024: Stock BROOKFIELD INFRASTRUCTURE CO; Country of operation —; Class COM SB VTG SHS A; Shares before 12,531.
- Q2 2024: Stock BROOKFIELD INFRASTRUCTURE CO; Country of operation —; Class COM SB VTG SHS A; Shares before 12,887.
- Q1 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 962.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697716), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-25); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Wall Capital Group, Inc. | United States | $0.094B | 23 |
| GRITSTONE ASSET MANAGEMENT LLC | United States | $0.094B | 154 |
| Wallace Advisory Group, LLC | United States | $0.094B | 226 |
| Telligent Fund, LP | Hong Kong | $0.094B | 24 |
| Robocap Asset Management Ltd | United Kingdom | $0.094B | 23 |
| Arrow Investment Advisors, LLC | United States | $0.094B | 59 |
| WealthCare Asset Management, LLC | United States | $0.094B | 32 |
| FirstWave Capital Management LLC | United States | $0.094B | 27 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | United States | $0.094B | 39 |
| SURIENCE PRIVATE WEALTH LLC | United States | $0.093B | 40 |