Mittelman Wealth Management quarter change: USA Other Stocks, Unchanged
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Mittelman Wealth Management opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2021464): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-07). 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 |
|---|---|---|---|
| Robert Bosch GmbH | Germany | $0.160B | 3 |
| TPG Advisors LLC | United States | $0.160B | 110 |
| PERRY CREEK CAPITAL LP | United States | $0.160B | 12 |
| CBM Financial, LLC | United States | $0.160B | 16 |
| Pacific Wealth Strategies Group, Inc. | United States | $0.160B | 62 |
| WASHINGTON UNIVERSITY | United States | $0.160B | 2 |
| McAlister, Sweet & Associates, Inc. | United States | $0.161B | 32 |
| Sanchez Gaunt Capital Management, LLC | United States | $0.160B | 184 |
| Royal Capital Wealth Management, LLC | United States | $0.161B | 96 |
| Turn8 Private Wealth Inc. | Canada | $0.160B | 51 |