Buckley Wealth Management, LLC historic quarter change: USA Bonds: Zero-Coupon Convertibles, New
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Buckley 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 1730126), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2017-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Hollow Brook Wealth Management LLC | United States | $0.392B | 70 |
| Boltwood Capital Management | United States | $0.392B | 184 |
| Level Financial Advisors | United States | $0.392B | 92 |
| HIGHLINE WEALTH PARTNERS LLC | United States | $0.392B | 1,298 |
| Inlet Private Wealth, LLC | United States | $0.392B | 128 |
| Turas Capital Management LP | United States | $0.392B | 37 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | United States | $0.392B | 3,844 |
| BOS Asset Management, LLC | United States | $0.392B | 200 |
| Euclidean Capital LLC | United States | $0.392B | 10 |
| Mezzasalma Advisors, LLC | United States | $0.391B | 155 |