Alhambra Investment Management LLC historic quarter change: USA Bonds: Convertible Notes, New
In convertible notes that pay a coupon (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Alhambra Investment Management 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 1802696), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); 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 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MITCHELL SINKLER & STARR/PA | United States | $0.217B | 143 |
| Sprinkle Financial Consultants LLC | United States | $0.217B | 99 |
| Capital Square, LLC | United States | $0.217B | 226 |
| Old North State Wealth Management, LLC | United States | $0.216B | 112 |
| POSTROCK PARTNERS LLC | United States | $0.216B | 82 |
| M1 Capital Management LLC | United States | $0.217B | 111 |
| Mader & Shannon Wealth Management, Inc. | United States | $0.216B | 20 |
| State Insurance Fund | United States | $0.216B | 1 |
| VIEWPOINT INVESTMENT PARTNERS CORP | Canada | $0.216B | 97 |
| BLUEDOOR PRIVATE WEALTH, LLC | United States | $0.216B | 147 |