Advertisement
Screener

Wolff Financial Management LLC Historic Quarter Change: Foreign Stocks, Sold Out

Wolff Financial Management LLC historic quarter change: Foreign Stocks, Sold out

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Wolff Financial Management LLC opened 1 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767940), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Addison Advisors LLCUnited States$0.452B1,273
Compton Financial Group, LLCUnited States$0.453B71
Bulltick Wealth Management, LLCUnited States$0.453B137
Blankinship & Foster, LLCUnited States$0.452B75
Waterway Wealth Management, LLCUnited States$0.452B90
Essex BankUnited States$0.452B553
Leverty Financial Group, LLCUnited States$0.452B44
WALLER FINANCIAL PLANNING GROUP, INCUnited States$0.453B74
Act Two Investors LLCUnited States$0.453B36
Vodafone Ventures LtdUnited Kingdom$0.453B1