Prasad Wealth Partners, LLC historic quarter change: Foreign ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Prasad 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 2048885), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12). 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 |
|---|---|---|---|
| WESTERLY CAPITAL MANAGEMENT, LLC | United States | $0.368B | 37 |
| Merk Investments LLC | United States | $0.368B | 11 |
| VALUEWORKS LLC | United States | $0.367B | 35 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | United States | $0.367B | 141 |
| Capco Asset Management, LLC | United States | $0.367B | 27 |
| PRINCETON CAPITAL MANAGEMENT LLC | United States | $0.367B | 139 |
| CENTRAL VALLEY ADVISORS, LLC | United States | $0.366B | 226 |
| CV Advisors LLC | United States | $0.366B | 46 |
| Lexington Partners L.P. | United States | $0.366B | 3 |
| Newton One Investments LLC | United States | $0.368B | 121 |