Pandora Wealth, Inc. historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 3 quarters from 2025-03-31 to 2025-12-31, Pandora Wealth, Inc. opened 3 positions, added to 2, reduced 0 and sold out of 8.
- Q4 2025: Stock 22ND CENTY GROUP INC COM; Country of operation United States; Class Stock; Shares before 0.
- Q2 2025: Stock 22ND CENTY GROUP INC COM NEW; Country of operation United States; Class Stock; Shares before 0.
- Q2 2025: Stock WORKHORSE GROUP INC COM NEW; Country of operation United States; Class Stock; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2045414), 3 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25). 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 2025-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| XXI WEALTH, LLC | United States | $0.165B | 178 |
| Basepoint Wealth LLC | United States | $0.165B | 601 |
| GraniteShares Advisors LLC | United States | $0.165B | 90 |
| Foresite Capital Management V, LLC | United States | $0.164B | 7 |
| Marcho Partners LLP | United Kingdom | $0.165B | 7 |
| OPUS INVESTMENT MANAGEMENT INC | United States | $0.164B | 29 |
| Catalina Capital Group, LLC | United States | $0.165B | 163 |
| Blackston Financial Advisory Group, LLC | United States | $0.164B | 102 |
| United Financial Planning Group LLC | United States | $0.165B | 487 |
| Baring Financial LLC | United States | $0.164B | 70 |