Welch Financial Planning, LLC quarter change: Foreign ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Welch Financial Planning, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2085141): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-15). 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; 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 |
|---|---|---|---|
| Marathon Strategic Advisors, LLC | United States | $0.139B | 52 |
| Buckley Capital Advisors, LLC | United States | $0.139B | 15 |
| CHARTIST INC /CA/ | United States | $0.139B | 20 |
| Center for Wealth Management Advisory | United States | $0.139B | 62 |
| Argyle Capital Partners, LLC | United States | $0.139B | 187 |
| Black Cypress Capital Management, LLC | United States | $0.139B | 31 |
| GraniteShares Advisors LLC | United States | $0.139B | 90 |
| LANDMARK INVESTMENT PARTNERS, L.P. | United States | $0.139B | 30 |
| Bluegrass Capital Partners LP | United States | $0.139B | 10 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | United States | $0.139B | 37 |