Advertisement
Screener

Prentice Wealth Management LLC Historic Quarter Change: Foreign Bonds: Other Debt, Sold Out

Prentice Wealth Management LLC historic quarter change: Foreign Bonds: Other Debt, Sold out

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Prentice Wealth Management 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 1864229), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2021-03-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Aspire Private Capital, LLCUnited States$0.443B292
Cornerstone Planning, LLCUnited States$0.443B141
Grey Ledge Advisors, LLCUnited States$0.443B239
LIGHTHOUSE FINANCIAL SERVICES INC /ADVUnited States$0.443B99
Beacon Financial Advisory LLCUnited States$0.443B402
Coston, McIsaac & PartnersUnited States$0.444B941
TOWNSQUARE CAPITAL LLCUnited States$0.444B630
Next Level Private LLCUnited States$0.443B175
Militia Capital Management LLCUnited States$0.443B257
TIFF ADVISORY SERVICES, LLCUnited States$0.444B25