MRWM Advisors, LLC historic quarter change: Foreign Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, MRWM Advisors, 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 1732949), 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 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-27); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-08-27). 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 2025-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Stephenson & Company, Inc. | United States | $0.184B | 43 |
| ARRIEN INVESTMENTS, INC. | United States | $0.184B | 46 |
| Sachetta, LLC | United States | $0.184B | 1,274 |
| Integrity Investment Advisors, LLC | United States | $0.184B | 74 |
| Kellett Wealth Advisors, LLC | United States | $0.184B | 79 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | United States | $0.184B | 66 |
| CATALYST PRIVATE WEALTH, LLC | United States | $0.185B | 76 |
| Index Venture Growth Associates V Ltd | Jersey | $0.184B | 3 |
| DEFINE FINANCIAL, LLC | United States | $0.184B | 41 |
| GSI Capital Advisors LLC | United States | $0.184B | 58 |