StrongBox Wealth, LLC quarter change: Foreign Rights, Added
In rights (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, StrongBox Wealth, 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 1812155): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-23). 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 |
|---|---|---|---|
| Kercheville Advisors, LLC | United States | $0.313B | 106 |
| LifeGuide Financial Advisors, LLC | United States | $0.313B | 46 |
| Pegasus Asset Management, Inc. | United States | $0.313B | 67 |
| CALIFORNIA FIRST LEASING CORP | United States | $0.312B | 39 |
| GFG Capital, LLC | United States | $0.313B | 143 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | United States | $0.313B | 158 |
| Elyxium Wealth, LLC | United States | $0.312B | 644 |
| Midwest Heritage Bank, FSB | United States | $0.312B | 51 |
| Silver Coast Investments LLC | United States | $0.313B | 119 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | United States | $0.313B | 2 |