Roth Financial Partners LLC historic quarter change: Foreign ADRs, Sold out
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Roth Financial Partners 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 1840888), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-01-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-03); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12). 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 2020-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FAMILY WEALTH PARTNERS, LLC | United States | $0.293B | 105 |
| Nixon Capital, LLC | United States | $0.293B | 22 |
| Sharper & Granite LLC | United States | $0.293B | 107 |
| FIRETRAIL INVESTMENTS PTY LTD | Australia | $0.293B | 28 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | United States | $0.293B | 103 |
| CURIO WEALTH, LLC | United States | $0.293B | 1,256 |
| Consilium Wealth Advisory, LLC | United States | $0.293B | 102 |
| Walker Financial Services, Inc. | United States | $0.292B | 43 |
| HF Advisory Group, LLC | United States | $0.293B | 166 |
| Engle Capital Management, L.P. | United States | $0.293B | 22 |