Arax Advisory Partners historic quarter change: Foreign Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Arax Advisory Partners opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1586767), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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 2016-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Addenda Capital Inc. | Canada | $3.551B | 129 |
| Avior Wealth Management, LLC | United States | $3.526B | 825 |
| Texas Yale Capital Corp. | United States | $3.524B | 500 |
| Plancorp, LLC | United States | $3.516B | 378 |
| Robertson Stephens Wealth Management, LLC | United States | $3.569B | 615 |
| TCTC Holdings, LLC | United States | $3.514B | 325 |
| ANCHOR CAPITAL ADVISORS LLC | United States | $3.513B | 251 |
| Florida Trust Wealth Management Co | United States | $3.572B | 725 |
| ASPIRIANT, LLC | United States | $3.511B | 338 |
| BDT CAPITAL PARTNERS, LLC | United States | $3.511B | 3 |