VERUS WEALTH MANAGEMENT, LLC historic quarter change: Foreign Rights, Sold out
In rights (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, VERUS WEALTH MANAGEMENT, 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 2042938), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Haven Capital Group, Inc. | United States | $0.108B | 37 |
| LAWOOD & CO | United States | $0.108B | 155 |
| 21 West Wealth Management LLC | United States | $0.108B | 63 |
| HEFFERNAN ADVISORY, INC | United States | $0.108B | 24 |
| SFAM, LLC | United States | $0.108B | 269 |
| Bannerstone Capital Management, LLC | United States | $0.108B | 97 |
| Central Asset Investments & Management Holdings (HK) Ltd | Hong Kong | $0.108B | 24 |
| Heights Point Management, LP | United States | $0.108B | 21 |
| Investors Portfolio Services LLC | United States | $0.108B | 717 |
| Ursa Fund Management, LLC | United States | $0.108B | 20 |