Wellment Financial historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Wellment Financial opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1940000), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28). 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 |
|---|---|---|---|
| FORMULATE FINANCIAL LLC | United States | $0.081B | 26 |
| HCEP Management Ltd | Hong Kong | $0.081B | 4 |
| Algorithmic Investment Models, LLC | United States | $0.081B | 32 |
| HS Investments IV Ltd | Guernsey | $0.081B | 2 |
| Feynman Point Asset Management LLC | United States | $0.081B | 25 |
| POM Investment Strategies, LLC | United States | $0.080B | 433 |
| Significant Wealth Partners LLC | United States | $0.081B | 111 |
| MORGENS WATERFALL VINTIADIS & CO INC | United States | $0.081B | 14 |
| Riverview Trust Co | United States | $0.081B | 220 |
| Sonoma Private Wealth LLC | United States | $0.081B | 67 |