CGC Financial Services, LLC historic quarter change: Foreign SPAC Units, New
In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, CGC Financial Services, 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 1992785), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2023-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| VANCE WEALTH, LLC | United States | $0.346B | 118 |
| MARINER INVESTMENT GROUP LLC | United States | $0.346B | 108 |
| Prairiewood Capital, LLC | United States | $0.346B | 77 |
| Fi3 FINANCIAL ADVISORS, LLC | United States | $0.346B | 218 |
| Philadelphia Financial Management of San Francisco, LLC | United States | $0.346B | 43 |
| WINMILL & CO. INC | United States | $0.347B | 79 |
| Osprey Private Wealth LLC | United States | $0.345B | 77 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | United States | $0.347B | 33 |
| Aikya Investment Management Ltd | United Kingdom | $0.345B | 4 |
| Bouvel Investment Partners, LLC | United States | $0.345B | 78 |