Petros Family Wealth, LLC historic quarter change: Foreign Warrants, Added
In warrants (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Petros Family Wealth, 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 2004963), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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 |
|---|---|---|---|
| Mascagni Wealth Management, Inc. | United States | $0.140B | 127 |
| Vann Equity Management LLC | United States | $0.140B | 158 |
| Soapstone Management L.P. | United States | $0.140B | 12 |
| REXFORD CAPITAL INC | United States | $0.140B | 316 |
| CFC Planning Co LLC | United States | $0.140B | 72 |
| J Digital 6 LLC | United States | $0.140B | 2 |
| Orca Wealth Management, LLC | United States | $0.141B | 67 |
| WealthTrak Capital Management LLC | United States | $0.140B | 80 |
| Morey & Quinn Wealth Partners, LLC | United States | $0.141B | 136 |
| Northwest Wealth Advisors, LLC | United States | $0.140B | 64 |