Michels Family Financial, LLC quarter change: Foreign Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Michels Family Financial, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2053733): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-14). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| PMG Wealth Management, Inc. | United States | $0.139B | 59 |
| Seelaus Asset Management LLC | United States | $0.139B | 204 |
| CHESAPEAKE CAPITAL CORP /IL/ | United States | $0.139B | 156 |
| DKM Wealth Management, Inc. | United States | $0.139B | 77 |
| Parvin Asset Management, LLC | United States | $0.139B | 310 |
| Kennondale Capital Management LLC | United States | $0.139B | 78 |
| SEVEN MILE ADVISORY | United States | $0.139B | 182 |
| WORMSER FRERES GESTION | France | $0.139B | 42 |
| Bluegrass Capital Partners LP | United States | $0.139B | 10 |
| Cogent Private Wealth, Inc. | United States | $0.139B | 98 |