RCS Financial Planning, LLC quarter change: Foreign Warrants, Reduced
In warrants (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, RCS Financial Planning, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1963347): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-22). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |