TWIN PEAKS WEALTH ADVISORS, LLC historic 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), over 10 quarters from 2023-12-31 to 2026-06-30, TWIN PEAKS WEALTH ADVISORS, 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 2006218), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Lansing Street Advisors | United States | $0.397B | 151 |
| RFG HOLDINGS, INC. | United States | $0.397B | 70 |
| Lisanti Capital Growth, LLC | United States | $0.397B | 103 |
| Elevated Capital Advisors, LLC | United States | $0.397B | 843 |
| Dockside LLC | United States | $0.397B | 177 |
| Gray Foundation | United States | $0.397B | 11 |
| PLATINUM INVESTMENT MANAGEMENT LTD | Australia | $0.397B | 89 |
| Vision Capital Corp | Canada | $0.397B | 15 |
| TrueWealth Advisors, LLC | United States | $0.398B | 233 |
| EMG Holdings, L.P. | United States | $0.397B | 27 |