Advertisement
Screener

Ruggaard & Associates LLC Last Quarter Change: USA Other Stocks, Unchanged

Ruggaard & Associates LLC quarter change: USA Other Stocks, Unchanged

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Ruggaard & Associates 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 1971230): 2026-03-31 (filed 2026-05-26) and 2026-06-30 (filed 2026-08-17). 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 NameCountry13F ValueHoldings
Lodestone Wealth Management LLCUnited States$0.252B832
PJT Investments Corp.Canada$0.252B8
Stonehearth Capital Management, LLCUnited States$0.252B96
Meramec Financial Planners, LLCUnited States$0.252B551
O'ROURKE & COMPANY, IncUnited States$0.253B171
FFG Partners, LLCUnited States$0.253B36
Silver Lake Advisory, LLCUnited States$0.252B103
Shira Ridge Wealth ManagementUnited States$0.253B79
INVENIO WEALTH PARTNERS LLCUnited States$0.252B89
NASPERS LTDSouth Africa$0.253B3