PARTNERS WEALTH MANAGEMENT, LLC historic quarter change: Foreign Other Stocks, New
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, PARTNERS WEALTH MANAGEMENT, 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 2054714), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Yu Fan | Hong Kong | $0.097B | 8 |
| Arrington Capital Management, LLC | United States | $0.097B | 33 |
| Strategic Financial Group, LLC | United States | $0.097B | 18 |
| Atlas Wealth Partners, LLC | United States | $0.097B | 65 |
| COGENT STRATEGIC WEALTH LLC | United States | $0.097B | 84 |
| Standard Family Office LLC | United States | $0.097B | 31 |
| truNorth Financial Services, Inc. | United States | $0.097B | 49 |
| John & Kathleen Schreiber Foundation | United States | $0.098B | 4 |
| RAMSEY QUANTITATIVE SYSTEMS | United States | $0.097B | 14 |
| Ballast Financial Advisors LLC | United States | $0.098B | 68 |