Vantage Financial Partners, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Vantage Financial Partners, LLC opened 2 positions, added to 3, reduced 1 and sold out of 4.
- Q3 2024: Stock SPHERE 3D CORP NEW COM NEW; Country of operation —; Class Stock; Shares before 17,720.
- Q2 2024: Stock SPHERE 3D CORP NEW COM NEW; Country of operation —; Class Stock; Shares before 13,411.
- Q1 2024: Stock CARNIVAL CORP PAIRED CTF; Country of operation —; Class Stock; Shares before 16,229.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911766), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ABLE Financial Group, LLC | United States | $0.492B | 218 |
| REAP Financial Group, LLC | United States | $0.492B | 558 |
| Beacon Bank & Trust | United States | $0.493B | 259 |
| ENTRUST GLOBAL PARTNERS L L C | United States | $0.493B | 5 |
| Apeiron RIA LLC | United States | $0.493B | 207 |
| Gator Capital Management, LLC | United States | $0.493B | 115 |
| WESCAP Management Group, Inc. | United States | $0.493B | 105 |
| KEB ASSET MANAGEMENT, LLC | United States | $0.493B | 100 |
| HOLDERNESS INVESTMENTS CO | United States | $0.492B | 254 |
| High Falls Advisors, Inc | United States | $0.494B | 144 |