Vericrest Private Wealth 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), from the quarter ended 2026-03-31 to 2026-06-30, Vericrest Private Wealth opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1912300): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-28). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ATLas Financial Planning LLC | United States | $0.112B | 70 |
| EMERGENCE GP PARTNERS, LLC | United States | $0.111B | 4 |
| OBSIDIAN CIO, LLC | United States | $0.111B | 217 |
| Benchmark Financial, LLC | United States | $0.111B | 52 |
| LB Partners LLC | United States | $0.112B | 37 |
| Larry Mathis Financial Planning, LLC | United States | $0.112B | 156 |
| Wagner Wealth Management, Corp | United States | $0.111B | 103 |
| Kennebec Savings Bank | United States | $0.111B | 249 |
| Financial Concepts Unlimited, Inc. | United States | $0.112B | 44 |
| Hestia Capital Management, LLC | United States | $0.111B | 17 |