Advertisement
Screener

Maridea Wealth Management LLC Historic Quarter Change: Foreign Bonds: Other Debt, New

Maridea Wealth Management LLC historic quarter change: Foreign Bonds: Other Debt, New

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Maridea 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 2056245), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-08); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07). 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 2024-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COUnited States$0.687B301
Alpine Bank Wealth ManagementUnited States$0.688B272
Lebenthal Global Advisors, LLCUnited States$0.688B295
Strategic Point Investment Advisors, LLCUnited States$0.688B35
SIERRA SUMMIT ADVISORS LLCUnited States$0.688B180
EAGLE ROCK INVESTMENT COMPANY, LLCUnited States$0.688B158
Security National BankUnited States$0.687B501
Human Investing LLCUnited States$0.687B132
KPP Advisory Services LLCUnited States$0.689B349
BUFFALO BUSINESS & ESTATE SERVICES LTDUnited States$0.689B87