SpringVest Wealth Management LLC quarter change: Foreign Funds, Sold out
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), from the quarter ended 2026-03-31 to 2026-06-30, SpringVest Wealth Management 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 2058986): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-22). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Broadview Financial Management, LLC | United States | $0.146B | 40 |
| Greycroft LP | United States | $0.146B | 14 |
| WEALTHGARDEN F.S. LLC | United States | $0.147B | 165 |
| Sound Financial Strategies Group, LLC | United States | $0.147B | 111 |
| Clearwave Capital, LLC | United States | $0.146B | 146 |
| Anson Capital, Inc. | United States | $0.146B | 90 |
| KOM Wealth Management Group, LLC | United States | $0.147B | 89 |
| Sippican Capital Advisors | United States | $0.146B | 107 |
| MontVue Capital Management, Inc. | United States | $0.147B | 67 |
| Bright Futures Wealth Management, LLC. | United States | $0.146B | 188 |