Blog Posts
Asset Dedication, LLC has recently released their 13F holdings comparison for Q3 2022 and Q4 2022. The comparison shows how the firm's holdings in different sectors and companies have changed over thi...
Cornerstone Wealth Management, LLC's Q2 2022 vs. Q3 2022 13F holdings comparison reveals significant changes in the fund's portfolio. The 13F filings, required by the Securities and Exchange Commissio...
Independence Advisors, LLC Q2 2020 vs. Q3 2020 13F Holdings ComparisonIndependence Advisors, LLC recently released its Q2 2020 vs. Q3 2020 13F holdings comparison, and it showed some interesting chang...
Western Standard LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonThe end of a quarter is always an interesting time for investors as they analyze their portfolio and make adjustments where needed. In t...
The third quarter of 2022 saw Harvest Management LLC make some big moves in its portfolio, with significant changes in holdings across a number of different companies. In this blog post, we break down...
NorthRock Partners, LLC recently released its Q3 2022 vs. Q4 2022 13F holdings comparison, revealing significant changes in the holdings of the firm's funds. The report covers a range of holdings and...
NBW Capital LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonNBW Capital LLC recently released its 13F filing for Q3 and Q4 of 2022, and it shows a notable decrease in the total value of their portfolio...
Cypress Capital Group is a multi-billion-dollar fund that invests in a diverse range of US-listed companies. Their latest 13F filings for Q3 and Q4 of 2022 showcase the changes in holdings of the fund...
Bhz Capital Management, LP Q3 2022 vs. Q4 2022 13F Holdings ComparisonBhz Capital Management is a well-known investment management firm that professionally manages the assets and investments of variou...
Tradition Capital Management LLC Q4 2018 vs. Q1 2019 13F Holdings ComparisonTradition Capital Management LLC recently filed their Q1 2019 13F holdings report, outlining the changes in their holdings c...
The latest quarter for GSB Wealth Management, LLC has brought about some noteworthy changes in their 13F holdings. Let's take a look at the summary of changes and what it means for the investors of th...
SevenBridge Financial Group, LLC Q4 2022 vs. Q1 2023 13F Holdings ComparisonSevenBridge Financial Group, LLC recently made some significant changes to its holdings in the fourth quarter of 2022 and th...
Woodstock Corp Q4 2022 vs. Q1 2023 13F Holdings ComparisonEvery quarter, institutional investors who manage over $100 million in assets are required to file a report with the Securities and Exchange C...
Avantax Planning Partners, Inc. is a registered investment advisory firm that serves as a wealth management partner for financial advisors across the country. As part of their fiduciary duty, they mus...
World Asset Management Inc. is one of the biggest asset management companies in the world, with a diversified portfolio of stocks and other financial assets. The company just released its Q2 2021 vs....
Eagle Global Advisors is an investment firm that manages over $12 billion in assets for high net worth individuals and institutions. One of the ways they invest is through the purchase of publicly tra...
Potrero Capital Research LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonPotrero Capital Research LLC is a California-based hedge fund that specializes in investing in small-cap and mid-cap stocks. The...
Investment management is a complicated and nuanced field that requires a keen eye for detail and a deep understanding of the current economic climate. The 13F Holdings Comparison report for Quad Capit...
Pershing Square Capital Management, L.P. has recently released its Q3 2022 vs Q4 2022 13F holdings comparison report, and it shows some interesting changes in holdings. The 13F report is a quarterly f...
BSW Wealth Partners is a wealth management firm that specializes in providing investment management services to individuals, families, and institutions. In this blog post, we will be looking at their...
As investors in the Mendel Money Management fund await the release of the Q4 2022 13F holdings, it is worth looking back at the Q3 2022 holdings to see how they changed during that period. Mendel Mone...
RR Advisors, LLC is a registered investment adviser based in Texas. They manage a diverse portfolio of assets across different sectors and industries. One of their funds, RR Advisors Q3 2022, invests...
Global Trust Asset Management, LLC Q4 2022 vs. Q1 2023 13F Holdings ComparisonGlobal Trust Asset Management, LLC is a well-known investment advisory and wealth management services firm that offers com...
Doliver Advisors LP, a hedge fund that manages around $3 billion in assets, has recently shared its Q3 2022 and Q4 2022 13F holdings comparison. The 13F filings are submitted by institutional investme...