Serenity Investment Advisors historic quarter change: Foreign Funds, New
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 2 quarters from 2025-12-31 to 2026-06-30, Serenity Investment Advisors opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2105389), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-26). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CONWAY CAPITAL MANAGEMENT, INC. | United States | $0.214B | 45 |
| Rising Stella Capital Pte. Ltd | Singapore | $0.214B | 3 |
| Finley Financial, LLC | United States | $0.214B | 107 |
| SOUTHERN CAPITAL ADVISORS, LLC | United States | $0.214B | 85 |
| WJ Wealth Management, LLC | United States | $0.214B | 70 |
| Fire Capital Management LLC | United States | $0.214B | 108 |
| Wealthcare Capital Partners, LLC | United States | $0.213B | 153 |
| Level Wealth Management LLC | United States | $0.213B | 67 |
| PKO BP BANKOWY Universal Pension Society JSC | Poland | $0.214B | 13 |
| IES Holdings, Inc. | United States | $0.214B | 13 |