ADVISORY RESEARCH INC historic quarter change: USA SPAC Units, Sold out
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, ADVISORY RESEARCH INC opened 10 positions, added to 0, reduced 0 and sold out of 10.
- Q2 2016: Stock Andararko Pete Corp; Country of operation —; Class UNIT 99/99/9999; Shares before 909,345.
- Q1 2015: Stock Enbridge Energy Management LLC; Country of operation —; Class SHS UNITS LLI; Shares before 3,042,017.
- Q1 2015: Stock Atlas Pipeline Partners, L.P.; Country of operation —; Class UNIT L P INT; Shares before 3,324,085.
- Q1 2015: Stock Access Midstream Partners LP; Country of operation —; Class UNIT; Shares before 1,189,773.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 902584), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-16); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-17); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). 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 1999-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| RTD Financial Advisors, Inc. | United States | $0.814B | 114 |
| VICTORY FINANCIAL GROUP, LLC | United States | $0.814B | 348 |
| Stanley-Laman Group, Ltd. | United States | $0.814B | 295 |
| Kera Capital Partners, Inc. | United States | $0.815B | 570 |
| TFC Financial Management, Inc. | United States | $0.812B | 998 |
| United Advisor Group, LLC | United States | $0.811B | 508 |
| Portfolio Strategies, Inc. | United States | $0.811B | 75 |
| Capital Investment Counsel, Inc | United States | $0.816B | 249 |
| Rhenman & Partners Asset Management AB | Sweden | $0.810B | 86 |
| BAXTER BROS INC | United States | $0.810B | 166 |