Advertisement
Screener

Talon Private Wealth, LLC Historic Quarter Change: USA Other Stocks, Sold Out

Talon Private Wealth, LLC historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 4 quarters from 2024-09-30 to 2026-03-31, Talon Private Wealth, LLC opened 0 positions, added to 0, reduced 0 and sold out of 2.

  • Q4 2024: Stock ARISTA NETWORKS INC; Country of operation United States; Class COM; Shares before 7.
  • Q4 2024: Stock SOUTHWESTERN ENERGY CO; Country of operation United States; Class COM; Shares before 98.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1990467), 4 quarters: Q1 2026 (2025-06-30 to 2026-03-31, filed 2026-05-18); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-04-01). 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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024ARISTA NETWORKS INC
CUSIP 040413106
United StatesCOM70-7$2,687$0-$2,6872025-04-01
Q4 2024SOUTHWESTERN ENERGY CO
CUSIP 845467109
United StatesCOM980-98$697$0-$6972025-04-01

Similar Firms

Firm NameCountry13F ValueHoldings
GCQ FUNDS MANAGEMENT PTY LtdAustralia$0.753B11
ABC ARBITRAGE SAFrance$0.753B364
ECLECTIC ASSOCIATES INC /ADVUnited States$0.753B159
Wallington Asset Management, LLCUnited States$0.752B62
Technology Crossover Management IX, Ltd.United States$0.752B6
Peterson Wealth Advisors, LLCUnited States$0.752B108
FIDUCIARY FINANCIAL GROUP, LLCUnited States$0.754B345
HMI Capital Management, L.P.United States$0.754B11
JOHN G ULLMAN & ASSOCIATES INCUnited States$0.754B174
Symphony Financial, Ltd. Co.United States$0.755B315