VALLEY FORGE INVESTMENT CONSULTANTS INC ADV historic quarter change: Foreign ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, VALLEY FORGE INVESTMENT CONSULTANTS INC ADV opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 920655), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2020-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Atlas Wealth LLC | United States | $0.334B | 115 |
| Prudent Man Advisors, LLC | United States | $0.334B | 135 |
| Tilson Financial Group, Inc. | United States | $0.333B | 79 |
| Sandy Cove Advisors, LLC | United States | $0.334B | 144 |
| Hoxton Planning & Management, LLC | United States | $0.333B | 216 |
| Independence Financial Advisors, LLC | United States | $0.333B | 51 |
| Aurdan Capital Management, LLC | United States | $0.333B | 88 |
| Martin Investment Management, LLC | United States | $0.334B | 46 |
| Westend Capital Management, LLC | United States | $0.333B | 254 |
| CLARIS ADVISORS, LLC / MO / | United States | $0.334B | 70 |