Bluebird Wealth Management LLC historic quarter change: Foreign Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Bluebird Wealth 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 2104503), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CSP Financial Group, LLC | United States | $0.098B | 20 |
| Urban Wealth Management, LLC | United States | $0.098B | 93 |
| GLP Holdings LLLP | United States | $0.098B | 4 |
| Financial Network Wealth Advisors LLC | United States | $0.098B | 772 |
| Villanova Investment Management Co | United States | $0.098B | 56 |
| Broadhurst Jeffrey B | United States | $0.098B | 41 |
| RCW Management, LLC | United States | $0.098B | 68 |
| CHIRON CAPITAL MANAGEMENT, LLC | United States | $0.098B | 117 |
| Sensenig Capital Advisors, Inc | United States | $0.098B | 33 |
| Ballast Financial Advisors LLC | United States | $0.098B | 68 |