Whelan Financial quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Whelan Financial opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1894921): 2026-03-31 (filed 2026-04-24) 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Bluescape Energy Partners LLC | United States | $0.322B | 5 |
| Balance Wealth Partners LLC | United States | $0.322B | 149 |
| Glassy Mountain Advisors, Inc. | United States | $0.322B | 77 |
| DORVAL Corp | United States | $0.322B | 45 |
| Tikvah Management LLC | United States | $0.323B | 21 |
| Gold Investment Management Ltd. | Canada | $0.323B | 201 |
| Santori & Peters, Inc. | United States | $0.321B | 79 |
| Hixon Zuercher, LLC | United States | $0.321B | 85 |
| Edenbrook Capital, LLC | United States | $0.321B | 28 |
| Darwin Wealth Management, LLC | United States | $0.321B | 604 |