Advertisement
Screener

Citadel Investment Advisory, Inc. Last Quarter Change: USA Bonds: Zero-Coupon Convertibles, Added

Citadel Investment Advisory, Inc. quarter change: USA Bonds: Zero-Coupon Convertibles, Added

In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Citadel Investment Advisory, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1811907): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-23). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Painted Porch Advisors LLCUnited States$0.210B67
Kiker Wealth Management, LLCUnited States$0.209B132
Blue Sky Capital Consultants Group, Inc.United States$0.210B76
GREAT HILL PARTNERS, L.P.United States$0.210B1
Lynx Investment AdvisoryUnited States$0.209B400
GLYNN CAPITAL MANAGEMENT LLCUnited States$0.209B42
P2 Capital Partners, LLCUnited States$0.210B10
CMG Global Holdings, LLCUnited States$0.210B96
Adalta Capital Management LLCUnited States$0.209B120
Thayer Partners, LLC / MAUnited States$0.210B94