Silver Grove Financial Group, Inc. 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 3 quarters from 2025-09-30 to 2026-06-30, Silver Grove Financial Group, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111172), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17). 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 2025-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| STEPHEN J. GARRY & ASSOCIATES, LLC | United States | $0.124B | 51 |
| Coquina Private Wealth LLC | United States | $0.124B | 96 |
| Ponta Wealth Partners, LLC | United States | $0.124B | 138 |
| FLAX POND CAPITAL, LLC | United States | $0.124B | 62 |
| Katamaran Capital LLP | United Kingdom | $0.124B | 30 |
| Canandaigua National Trust Co of Florida | United States | $0.125B | 108 |
| Cook & Bynum Capital Management, LLC | United States | $0.124B | 6 |
| Kampmann Melissa S. | United States | $0.125B | 82 |
| Talisman Wealth Advisors LLC | United States | $0.124B | 103 |
| WFA of San Diego, LLC | United States | $0.125B | 404 |