Millington Financial Advisors, 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 10 quarters from 2023-12-31 to 2026-06-30, Millington Financial Advisors, LLC opened 5 positions, added to 3, reduced 2 and sold out of 6.
- Q3 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 0.
- Q2 2025: Stock SKYE BIOSCIENCE INC; Country of operation United States; Class COM NEW; Shares before 0.
- Q3 2024: Stock ELEVATION ONCOLOGY INC; Country of operation United States; Class COM; Shares before 0.
- Q2 2024: Stock 23ANDME HOLDING CO; Country of operation United States; Class CLASS A COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1924615), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). 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 2022-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| AAF Wealth Management, LLC | United States | $0.244B | 59 |
| Orin Green Financial, LLC | United States | $0.244B | 78 |
| Solstein Capital, LLC | United States | $0.244B | 441 |
| GE INVESTMENT MANAGEMENT CORP. | United States | $0.244B | 4 |
| Burford Brothers, Inc. | United States | $0.244B | 172 |
| Red Spruce Capital, LLC | United States | $0.244B | 94 |
| JW Asset Management, LLC | United States | $0.244B | 19 |
| SCHULHOFF & CO INC | United States | $0.243B | 133 |
| HUTNER CAPITAL MANAGEMENT INC | United States | $0.243B | 44 |
| Bawa N Mallick Trust | United States | $0.244B | 69 |