Paul R. Ried Financial Group, LLC historic quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Paul R. Ried Financial Group, 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 2033053), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29). 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 |
|---|---|---|---|
| Core Wealth Partners LLC | United States | $0.215B | 180 |
| VIRTUS ADVISERS, LLC | United States | $0.215B | 658 |
| Aull & Monroe Investment Management Corp | United States | $0.215B | 125 |
| Econ Financial Services Corp | United States | $0.215B | 74 |
| NEXTBio Capital Management LP | United States | $0.215B | 24 |
| OPTIMA CAPITAL LLC | United States | $0.215B | 269 |
| V2 Financial group LLC | United States | $0.215B | 108 |
| Hardin Capital Partners, LLC | United States | $0.216B | 140 |
| Impala Asset Management LLC | United States | $0.215B | 26 |
| Clarity Capital Advisors, LLC | United States | $0.215B | 95 |