Advertisement
Screener

Potomac Capital Management, Inc. Historic Quarter Change: Foreign Funds, Reduced

Potomac Capital Management, Inc. historic quarter change: Foreign Funds, Reduced

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 10 quarters from 2013-12-31 to 2026-06-30, Potomac Capital Management, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1418746), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2023-12-31 to 2025-12-31, filed 2026-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-23); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14). 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 2007-12-31. Not compared, as a quarter between them is not held here yet: 2015-09-30 to 2023-12-31 (missing 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Carter Financial, LLCUnited States$0.115B28
GK Wealth Management LLCUnited States$0.115B51
DWR WEALTH MANAGEMENT, LLCUnited States$0.115B51
Ativo Capital Management LLCUnited States$0.115B55
Investment Advisory Services Group LLCUnited States$0.115B29
WealthPoint Financial, LLCUnited States$0.115B117
BAYBANUnited States$0.115B671
Powerhouse Assets LLCUnited States$0.115B55
BLVD Private Wealth, LLCUnited States$0.115B64
Anabranch Capital Management, LPUnited States$0.115B5