Advertisement
Screener

Catawba River Capital Historic Quarter Change: USA Funds, Sold Out

Catawba River Capital historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Catawba River Capital opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843303), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2020-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Ma Investment Partnership, LPUnited States$0.208B10
Wealth Intelligence, LLCUnited States$0.208B58
Miller Capital Partners, Inc.United States$0.208B262
Fox Hill Wealth ManagementUnited States$0.208B117
Estate Planners Group, LLCUnited States$0.208B76
BlackDiamond Wealth Management, LLCUnited States$0.208B203
American State Bank (Iowa)United States$0.208B136
STEINBERGANNA WEALTH MANAGEMENTUnited States$0.208B132
BDFS Capital LLCUnited States$0.208B137
Geneva Partners, LLCUnited States$0.208B63