Benchmark Financial Wealth Advisors, LLC quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Benchmark Financial Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1757706): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-17). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Pennant Investors, LP | United States | $0.361B | 17 |
| OLIO Financial Planning | United States | $0.361B | 72 |
| Daybright Advisory Services, Inc. | United States | $0.361B | 133 |
| Donoghue Forlines LLC | United States | $0.361B | 118 |
| Bridge City Capital, LLC | United States | $0.361B | 108 |
| Peak Planning Group, LLC | United States | $0.361B | 120 |
| VCI Wealth Management LLC | United States | $0.361B | 123 |
| PYA Waltman Capital, LLC | United States | $0.361B | 67 |
| Duncan Williams Asset Management, LLC | United States | $0.361B | 154 |
| MONIMUS CAPITAL MANAGEMENT, LP | United States | $0.361B | 55 |