Advertisement
Screener

White Knight Strategic Wealth Advisors, LLC Historic Quarter Change: Foreign SPAC Units, New

White Knight Strategic Wealth Advisors, LLC historic quarter change: Foreign SPAC Units, New

In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, White Knight Strategic Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1904677), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Hudson Portfolio Management LLCUnited States$0.119B111
Stonebridge Financial Group, LLC / MOUnited States$0.119B165
Kalehua Capital Management LLCUnited States$0.119B23
McCartney Wealth Management LLCUnited States$0.119B65
M Wealth Management, LLCUnited States$0.119B55
Kane Co Wealth Management, Inc.United States$0.119B51
Schaeffer Financial LLCUnited States$0.119B25
Tao Capital Management LPUnited States$0.119B8
Keenan, LLCUnited States$0.119B42
Harbor Asset Planning, Inc.United States$0.119B2,052