Advertisement
Screener

Vermillion & White Wealth Management Group, LLC Historic Quarter Change: Foreign Funds, Sold Out

Vermillion & White Wealth Management Group, 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, Vermillion & White Wealth Management Group, 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 1862443), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-19); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-18); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-26); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 NameCountry13F ValueHoldings
Echo Wealth Management, LLCUnited States$0.174B47
GOLDEN ROAD ADVISORS LLCUnited States$0.174B53
Breakout Capital Partners, LPUnited States$0.174B8
Solas Capital Management, LLCUnited States$0.174B22
Guardian Wealth Advisors, LLCUnited States$0.174B64
Coordinated Financial Services, Inc.United States$0.173B176
EHRLICH FINANCIAL GROUPUnited States$0.174B112
Innovative Asset Advisors Group, LLCUnited States$0.173B1,040
MELFA WEALTH MANAGEMENT, INC.United States$0.174B195
Forbes Financial Planning, Inc.United States$0.173B38