RF&L WEALTH MANAGEMENT, LLC quarter change: Foreign Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, RF&L WEALTH MANAGEMENT, 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 1965915): 2026-03-31 (filed 2026-04-14) 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 |
|---|---|---|---|
| Langdon Equity Partners | Canada | $0.134B | 11 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | United States | $0.134B | 52 |
| Williams & Novak Wealth Management, LLC | United States | $0.134B | 143 |
| PW ADVISORS, LLC \ FL | United States | $0.133B | 35 |
| LightSquare Wealth Management, LLC | United States | $0.133B | 92 |
| Trace Wealth Advisors, LLC | United States | $0.133B | 66 |
| Gainplan LLC | United States | $0.133B | 59 |
| Financial Planning Fort Collins, LLC | United States | $0.133B | 33 |
| BAM Wealth Management, LLC | United States | $0.134B | 251 |
| Williamson Legacy Group, LLC | United States | $0.133B | 81 |