AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP opened 2 positions, added to 0, reduced 1 and sold out of 5.
- Q3 2024: Stock PROSPECT CAP CORP; Country of operation United States; Class NOTE 6.375% 3/0; Shares before 0.
- Q3 2024: Stock PENNYMAC CORP; Country of operation United States; Class NOTE 5.500%11/0; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1907820), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CHANNING GLOBAL ADVISORS, LLC | United States | $0.171B | 47 |
| EQ WEALTH ADVISORS, LLC | United States | $0.171B | 54 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | United States | $0.171B | 65 |
| Milestone Asset Management Group, LLC | United States | $0.171B | 126 |
| Pillar Financial Advisors, LLC | United States | $0.171B | 106 |
| Inman Jager Wealth Management, LLC | United States | $0.171B | 84 |
| Guardian Asset Advisors, LLC | United States | $0.171B | 102 |
| BIRCH FINANCIAL GROUP, LLC | United States | $0.171B | 136 |
| Strategic Financial Planning, Inc. | United States | $0.171B | 40 |
| Tranquilli Financial Advisor LLC | United States | $0.171B | 132 |