Madrid Wealth Management, 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, Madrid Wealth Management, 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 2106678), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SIGNAL TREE FINANCIAL PARTNERS LLC | United States | $0.132B | 47 |
| 9823 Capital, L.P. | United States | $0.132B | 45 |
| Global Trust Wealth Management LLC | United States | $0.132B | 83 |
| WHI TRUST Co LLC | United States | $0.133B | 95 |
| Axos Invest Inc. | United States | $0.132B | 19 |
| Forty-three Eighteen Advisors, LLC | United States | $0.133B | 75 |
| Centerpoint Advisory Group | United States | $0.133B | 108 |
| Harbour Wealth Management Group, Inc. | United States | $0.133B | 89 |
| bLong Financial, LLC | United States | $0.132B | 76 |
| Bonfire Financial | United States | $0.133B | 57 |