Mission Hills Financial Advisory, LLC historic quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 7 quarters from 2024-09-30 to 2026-06-30, Mission Hills Financial Advisory, 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 2043220), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16). 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 2024-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Horizon Advisory Services, Inc. | United States | $0.195B | 49 |
| SCHOLTZ & COMPANY, LLC | United States | $0.195B | 49 |
| Revere Asset Management, Inc | United States | $0.195B | 27 |
| International City Management Association Retirement Corp | United States | $0.195B | 6 |
| Yardley Wealth Management LLC | United States | $0.195B | 36 |
| Tudor Financial Inc. | United States | $0.196B | 139 |
| Castleview Partners, LLC | United States | $0.195B | 200 |
| W ADVISORS, LLC | United States | $0.195B | 237 |
| Crestview Partners III GP, L.P. | United States | $0.195B | 2 |
| Cerity Partners Retirement Plan Advisors LLC | United States | $0.196B | 31 |