Advertisement
Screener

Abacus Wealth Partners, LLC Historic Quarter Change: Foreign SPAC Units, New

Abacus Wealth Partners, 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, Abacus Wealth Partners, 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 1978011), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). 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 2023-03-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Consolidated Portfolio Review CorpUnited States$1.096B34
DELTA ASSET MANAGEMENT LLC/TNUnited States$1.097B597
PFM Health Sciences, LPUnited States$1.097B83
MARK ASSET MANAGEMENT LPUnited States$1.097B37
Khrom Capital Management LLCUnited States$1.093B14
Legato Capital Management LLCUnited States$1.099B726
Petersen Hastings Wealth Advisors Inc.United States$1.092B81
PINKERTON WEALTH, LLCUnited States$1.099B138
Corebridge Financial, Inc.United States$1.091B3
DLD Asset Management, LPUnited States$1.100B357