Advertisement
Screener

Morey & Quinn Wealth Partners, LLC Historic Quarter Change: USA Bonds: Other Debt, Added

Morey & Quinn Wealth Partners, LLC historic quarter change: USA Bonds: Other Debt, Added

In other debt filed by principal amount (debentures, bonds) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Morey & Quinn Wealth Partners, 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 2055521), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17). 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.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Orca Wealth Management, LLCUnited States$0.141B67
Asset Planning,IncUnited States$0.141B301
Soapstone Management L.P.United States$0.140B12
Vann Equity Management LLCUnited States$0.140B158
Mascagni Wealth Management, Inc.United States$0.140B127
Orcam Financial GroupUnited States$0.141B62
Mork Capital Management, LLCUnited States$0.141B104
Petros Family Wealth, LLCUnited States$0.140B398
Alexis Investment Partners, LLCUnited States$0.141B35
Watchtower Advisors, LPUnited States$0.141B12