MARS JEWETT FINANCIAL GROUP, INC. historic quarter change: USA Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, MARS JEWETT FINANCIAL GROUP, INC. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2079098), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). 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 |
|---|---|---|---|
| KHIS Custodian LP | United States | $0.316B | 1 |
| MTM Investment Management, LLC | United States | $0.316B | 709 |
| Gerald Baker Financial Group LLC | United States | $0.316B | 114 |
| Waterford Advisors, LLC | United States | $0.315B | 57 |
| Orion Investment Co | United States | $0.315B | 69 |
| Vert Asset Management LLC | United States | $0.315B | 48 |
| Seven Fleet Capital Management LP | United States | $0.315B | 114 |
| Arkfeld Wealth Strategies, L.L.C. | United States | $0.316B | 115 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | United States | $0.315B | 156 |
| Nine Ten Capital Management LLC | United States | $0.315B | 8 |