COLDSTREAM CAPITAL MANAGEMENT INC quarter change: Foreign SPAC Units, Sold out
In units (a share and a warrant or right, mostly SPACs) (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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | United States | $8.112B | 1,762 |
| WHITEBOX ADVISORS LLC | United States | $8.124B | 568 |
| Compagnie Lombard Odier SCmA | Switzerland | $8.135B | 643 |
| OP Asset Management Ltd | Finland | $8.136B | 719 |
| Williams Jones Wealth Management, LLC. | United States | $8.138B | 540 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | United Kingdom | $8.094B | 21 |
| CHOREO, LLC | United States | $8.145B | 1,613 |
| Allen Investment Management, LLC | United States | $8.088B | 221 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | United States | $8.146B | 107 |
| FIDUCIARY MANAGEMENT INC /WI/ | United States | $8.147B | 63 |