Ponta Wealth Partners, LLC historic quarter change: Foreign Funds, Sold out
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 2 quarters from 2025-12-31 to 2026-06-30, Ponta Wealth Partners, 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 2107740), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Silver Grove Financial Group, Inc. | United States | $0.124B | 646 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | United States | $0.124B | 51 |
| Canandaigua National Trust Co of Florida | United States | $0.125B | 108 |
| Coquina Private Wealth LLC | United States | $0.124B | 96 |
| FLAX POND CAPITAL, LLC | United States | $0.124B | 62 |
| Katamaran Capital LLP | United Kingdom | $0.124B | 30 |
| Kampmann Melissa S. | United States | $0.125B | 82 |
| WFA of San Diego, LLC | United States | $0.125B | 404 |
| Kite Lake Capital Management (UK) LLP | United Kingdom | $0.125B | 18 |
| Cook & Bynum Capital Management, LLC | United States | $0.124B | 6 |