Advertisement
Screener

RIA Advisory Group LLC Historic Quarter Change: Foreign Other Stocks, New

RIA Advisory Group LLC historic quarter change: Foreign Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 9 quarters from 2023-12-31 to 2026-06-30, RIA Advisory Group 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 1958384), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-12-01); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-11-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 NameCountry13F ValueHoldings
Triune Financial Partners, LLCUnited States$0.421B47
Hilltop National BankUnited States$0.421B1,068
Sands Capital Alternatives, LLCUnited States$0.421B21
Cordatus Wealth Management LLCUnited States$0.420B164
MilWealth Group LLCUnited States$0.420B81
Wealthspring Capital LLCUnited States$0.421B195
Hurlow Wealth Management Group, Inc.United States$0.420B120
ArchPoint InvestorsUnited States$0.420B78
MERIDIAN INVESTMENT COUNSEL INC.United States$0.420B238
INVESTMENT MANAGEMENT ASSOCIATES INC /ADVUnited States$0.420B31