Petros Family Wealth, LLC quarter change: Foreign ADRs, Reduced
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Petros Family Wealth, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2004963): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |