Advertisement
Screener

Strategent Financial, LLC Historic Quarter Change: Foreign Funds, Reduced

Strategent Financial, LLC 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 6 quarters from 2024-12-31 to 2026-06-30, Strategent Financial, 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 2052737), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11). 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 2024-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Processus Wealth & Capital Management, LLCUnited States$0.147B35
BRIAN LOW FINANCIAL GROUP, LLCUnited States$0.147B116
Lighthouse Wealth Management Inc.United States$0.147B43
Entruity Wealth, LLCUnited States$0.147B46
Krane Financial Solutions LLCUnited States$0.147B48
Paradigm, Strategies in Wealth Management, LLCUnited States$0.147B55
Income Insurance LtdSingapore$0.147B164
Campion Asset ManagementUnited States$0.147B82
JP Wealth Management, Inc.United States$0.147B15
SwitchPoint Financial Planning, LLCUnited States$0.147B102