Advertisement
Screener

Brown Shipley& Co Ltd Historic Quarter Change: Foreign Bonds: Other Debt, Reduced

Brown Shipley& Co Ltd 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, Brown Shipley& Co Ltd opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1912970), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16). 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 2023-03-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
BCO Wealth Management LLCUnited States$0.166B42
White Wing Wealth ManagementUnited States$0.167B37
AMES NATIONAL CORPUnited States$0.167B120
Millstone Evans Group, LLCUnited States$0.167B856
Caitlin John, LLCUnited States$0.167B1,196
STERLING INVESTMENT MANAGEMENT, LLCUnited States$0.167B65
Marin Bay Wealth Advisors, LLCUnited States$0.166B127
Stilwell Value LLCUnited States$0.167B25
Mustard Seed Financial, LLCUnited States$0.167B92
HILLTOP WEALTH ADVISORS, LLCUnited States$0.167B53