NORTH DALLAS BANK & TRUST CO historic quarter change: Foreign Everything Else, New
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), over 3 quarters from 2025-06-30 to 2026-06-30, NORTH DALLAS BANK & TRUST CO opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2035144), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-11). 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 |
|---|---|---|---|
| ROBINSON SMITH WEALTH ADVISORS LLC | United States | $0.148B | 84 |
| Cannon Wealth Management Services, LLC | United States | $0.148B | 85 |
| 1620 INVESTMENT ADVISORS, INC. | United States | $0.148B | 658 |
| SLT Holdings LLC | United States | $0.148B | 136 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | United States | $0.148B | 107 |
| Northern Lights Advisors, Inc. | United States | $0.148B | 57 |
| MQS Management LLC | United States | $0.148B | 366 |
| DMC Group, LLC | United States | $0.148B | 141 |
| Davis Capital Management | United States | $0.148B | 589 |
| Foundation Wealth Management, LLC | United States | $0.148B | 44 |