RIVERCHASE 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 6 quarters from 2024-12-31 to 2026-06-30, RIVERCHASE 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 2055985), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Values First Advisors, Inc. | United States | $0.192B | 360 |
| Intelligent Financial Strategies | United States | $0.192B | 62 |
| KRM WEALTH MANAGEMENT L.L.C. | United States | $0.192B | 43 |
| Sharp Capital Gestora de Recursos Ltda. | Brazil | $0.192B | 7 |
| Kintayl Capital LP | United States | $0.192B | 54 |
| C V STARR & CO INC | United States | $0.192B | 5 |
| CORRADO ADVISORS, LLC | United States | $0.192B | 115 |
| Westview Management dba Westview Investment Advisors | United States | $0.192B | 70 |
| Arch Global Advisors, LLC | United States | $0.192B | 53 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | United States | $0.192B | 113 |