Acumen Wealth Advisors, LLC historic quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Acumen 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 1939202), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Kiltearn Partners LLP | United Kingdom | $0.372B | 25 |
| Solus Alternative Asset Management LP | United States | $0.372B | 10 |
| THOMIST CAPITAL MANAGEMENT, LP | United States | $0.371B | 57 |
| Promethos Capital, LLC | United States | $0.372B | 46 |
| Blue Owl Capital Holdings LP | United States | $0.372B | 76 |
| SAYBROOK CAPITAL /NC | United States | $0.371B | 42 |
| Peregrine Asset Advisers, Inc. | United States | $0.371B | 189 |
| Gavilan Investment Partners LLC | United States | $0.372B | 14 |
| Doma Perpetual Capital Management LLC | United States | $0.372B | 11 |
| MINDSET WEALTH MANAGEMENT, LLC | United States | $0.372B | 176 |