Sandy Cove Advisors, LLC historic quarter change: Foreign Other Stocks, Reduced
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 10 quarters from 2023-12-31 to 2026-06-30, Sandy Cove Advisors, 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 1908217), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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. 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 |
|---|---|---|---|
| Martin Investment Management, LLC | United States | $0.334B | 46 |
| CLARIS ADVISORS, LLC / MO / | United States | $0.334B | 70 |
| Prudent Man Advisors, LLC | United States | $0.334B | 135 |
| Pine Harbor Wealth Management, LLC | United States | $0.334B | 102 |
| Montanaro Asset Management Ltd | United Kingdom | $0.334B | 42 |
| Baron Wealth Management LLC | United States | $0.334B | 279 |
| Hobbs Group Advisors, LLC | United States | $0.334B | 160 |
| PARUS FINANCE (UK) Ltd | United Kingdom | $0.334B | 37 |
| PRIVATE CLIENT SERVICES, LLC | United States | $0.334B | 208 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | United States | $0.334B | 83 |