Advertisement
Screener

Walser Wealth Management Company, A Ltd Liability Co Last Quarter Change: Foreign Funds, Unchanged

Walser Wealth Management Company, A Ltd Liability Co quarter change: Foreign Funds, Unchanged

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), from the quarter ended 2026-03-31 to 2026-06-30, Walser Wealth Management Company, A Ltd Liability Co opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2112280): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-24). 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 NameCountry13F ValueHoldings
Sterneck Capital Management, LLCUnited States$0.223B116
Ariadne Wealth Management, LPUnited States$0.223B249
DIXON FNANCIAL SERVICES, INC.United States$0.223B44
MAINSAIL ASSET MANAGEMENT, LLCUnited States$0.223B112
VISTA INVESTMENT PARTNERS II, LLCUnited States$0.223B157
Cobblestone Asset Management LLCUnited States$0.222B73
Fortitude Advisory Group L.L.C.United States$0.222B226
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.Brazil$0.222B14
Flatrock Wealth Partners LLCUnited States$0.222B166
Game Plan Financial Advisors, LLCUnited States$0.222B348