Advertisement
Screener

Valliance Asset Management Ltd Historic Quarter Change: USA Funds, Sold Out

Valliance Asset Management Ltd historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Valliance Asset Management Ltd opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1846639), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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 NameCountry13F ValueHoldings
Targeted Financial Services LLCUnited States$0.122B54
Peapod Lane Capital LLCUnited States$0.122B62
HOERTKORN RICHARD CHARLESUnited States$0.122B77
Peak Wealth Management LLCUnited States$0.122B54
Western Reserve Capital Management, LLCUnited States$0.122B50
Miramar Fiduciary CorpUnited States$0.122B5
PRAIRIEVIEW WEALTH PARTNERS, LLCUnited States$0.122B30
Kennon-Green & Company, LLCUnited States$0.122B39
SIERRA OCEAN, LLCUnited States$0.122B60
Karani Asset Management LLCUnited States$0.122B54