Weaver Consulting Group historic quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Weaver Consulting Group opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1780055), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-08); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2019-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | United States | $0.420B | 55 |
| CVC Management Holdings II Ltd. | Jersey | $0.420B | 3 |
| Parisi Gray Wealth Management | United States | $0.420B | 137 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | United States | $0.420B | 31 |
| MERIDIAN INVESTMENT COUNSEL INC. | United States | $0.420B | 238 |
| Ashford Advisors, LLC | United States | $0.419B | 23 |
| HARRELL INVESTMENT PARTNERS, LLC | United States | $0.419B | 144 |
| ArchPoint Investors | United States | $0.420B | 78 |
| Hurlow Wealth Management Group, Inc. | United States | $0.420B | 120 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | United States | $0.419B | 108 |