Advertisement
Screener

Red Door Wealth Management, LLC Historic Quarter Change: USA Funds, Sold Out

Red Door Wealth Management, LLC historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Red Door 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 1783599), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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 2019-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
JGP Wealth Management, LLCUnited States$0.961B223
Graves Light Lenhart Wealth, Inc.United States$0.961B197
MASTERINVEST Kapitalanlage GmbHAustria$0.962B292
Ullmann Wealth Partners Group, LLCUnited States$0.963B156
NAVELLIER & ASSOCIATES INCUnited States$0.960B326
Focused Wealth Management, IncUnited States$0.964B228
HCR Wealth AdvisorsUnited States$0.964B241
RED CEDAR INVESTMENT MANAGEMENT, LLCUnited States$0.965B92
Oak Harvest Investment ServicesUnited States$0.958B229
TWINBEECH CAPITAL LPUnited States$0.965B536