Miller Financial Services LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Miller Financial Services LLC opened 5 positions, added to 1, reduced 1 and sold out of 8.
- Q1 2026: Stock PLUS THERAPEUTICS INC; Country of operation United States; Class COM; Shares before 0.
- Q1 2026: Stock VOLITIONRX LTD; Country of operation United States; Class COM; Shares before 0.
- Q1 2025: Stock ROCKET LAB USA INC; Country of operation United States; Class COM; Shares before 0.
- Q1 2025: Stock SERES THERAPEUTICS INC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2022893), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Guilbault Capital LLC | United States | $0.091B | 67 |
| ACCOUNT MANAGEMENT LLC | United States | $0.091B | 23 |
| Measured Risk Portfolios, Inc. | United States | $0.091B | 68 |
| Kazazian Asset Management, LLC | United States | $0.092B | 43 |
| Markin Asset Management, LP | United States | $0.091B | 38 |
| Sherry Group, Inc. | United States | $0.092B | 42 |
| Good Harbor Advisors, Inc. | United States | $0.092B | 82 |
| Private Harbour Investment Management & Counsel, LLC | United States | $0.091B | 36 |
| Spruce Point Capital Management, LLC | United States | $0.091B | 24 |
| Plus Group Wealth Advisors LLC | United States | $0.091B | 41 |