Advertisement
Screener

COLDSTREAM CAPITAL MANAGEMENT INC Last Quarter Change: Foreign Bonds: Other Debt, New

COLDSTREAM CAPITAL MANAGEMENT INC quarter change: Foreign Bonds: Other Debt, New

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, COLDSTREAM CAPITAL MANAGEMENT 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 1082339): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-14). 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
KESTRA PRIVATE WEALTH SERVICES, LLCUnited States$8.112B1,762
WHITEBOX ADVISORS LLCUnited States$8.124B568
Compagnie Lombard Odier SCmASwitzerland$8.135B643
OP Asset Management LtdFinland$8.136B719
Williams Jones Wealth Management, LLC.United States$8.138B540
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUSTUnited Kingdom$8.094B21
CHOREO, LLCUnited States$8.145B1,613
Allen Investment Management, LLCUnited States$8.088B221
CAUSEWAY CAPITAL MANAGEMENT LLCUnited States$8.146B107
FIDUCIARY MANAGEMENT INC /WI/United States$8.147B63