RCS Financial Planning, LLC historic quarter change: USA ADRs, Sold out
In depositary receipts for foreign shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, RCS Financial Planning, 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 1963347), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). 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 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Athena Investment Management | United States | $0.193B | 153 |
| Whipplewood Advisors, LLC | United States | $0.193B | 1,065 |
| OmniStar Financial Group, Inc. | United States | $0.193B | 108 |
| Carson Advisory Inc. | United States | $0.193B | 188 |
| VAUGHAN & Co SECURITIES, INC. | United States | $0.193B | 58 |
| Galilei Investment Office LLP | United Kingdom | $0.193B | 27 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | United States | $0.192B | 187 |
| PROMETHIUM ADVISORS,LLC | United States | $0.193B | 112 |
| Cassady Wealth & Retirement Planning, LLC | United States | $0.193B | 101 |
| SANDLER CAPITAL MANAGEMENT | United States | $0.193B | 120 |