Brightwater Advisory 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 10 quarters from 2023-12-31 to 2026-06-30, Brightwater Advisory 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 2034566), 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 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-09-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-10-03). 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 2024-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Hartmann Taylor Wealth Management, LLC | United States | $0.151B | 54 |
| Palouse Capital Management, Inc. | United States | $0.151B | 135 |
| MFA Wealth Services | United States | $0.151B | 123 |
| Dauntless Investment Group, LLC | United States | $0.151B | 69 |
| Morgan Creek Capital Management, LLC | United States | $0.151B | 9 |
| Alta Partners Management Company, L.P. | United States | $0.151B | 2 |
| Key Capital Management, INC | United States | $0.151B | 687 |
| Hudson Executive Capital LP | United States | $0.151B | 2 |
| Hickory Point Bank & Trust | United States | $0.152B | 585 |
| M.E. ALLISON & CO., INC. | United States | $0.151B | 193 |