Wolff Financial Management LLC quarter change: Foreign Warrants, New
In warrants (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Wolff Financial Management 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 1767940): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-16). 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 |
|---|---|---|---|
| Addison Advisors LLC | United States | $0.452B | 1,273 |
| Compton Financial Group, LLC | United States | $0.453B | 71 |
| Bulltick Wealth Management, LLC | United States | $0.453B | 137 |
| Blankinship & Foster, LLC | United States | $0.452B | 75 |
| Waterway Wealth Management, LLC | United States | $0.452B | 90 |
| Essex Bank | United States | $0.452B | 553 |
| Leverty Financial Group, LLC | United States | $0.452B | 44 |
| WALLER FINANCIAL PLANNING GROUP, INC | United States | $0.453B | 74 |
| Act Two Investors LLC | United States | $0.453B | 36 |
| Vodafone Ventures Ltd | United Kingdom | $0.453B | 1 |