Roger Wittlin Investment Advisory, LLC historic quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Roger Wittlin Investment Advisory, 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 1911328), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Dynamic Financial Group | United States | $0.122B | 69 |
| Athena Wealth Management, LLC | United States | $0.122B | 106 |
| Garton & Associates Financial Advisors LLC | United States | $0.122B | 149 |
| Reyes Financial Architecture, Inc. | United States | $0.122B | 348 |
| SEMITAM BONAM LLC | United States | $0.122B | 44 |
| A4 Wealth Advisors LLC | United States | $0.122B | 103 |
| Karani Asset Management LLC | United States | $0.122B | 54 |
| First Financial Group Corp | United States | $0.122B | 80 |
| Sankala Group LLC | United States | $0.122B | 563 |
| ArborFi Advisors, LLC | United States | $0.122B | 45 |