Advertisement
Screener

CORDA Investment Management, LLC. Last Quarter Change: USA Funds, Sold Out

CORDA Investment Management, LLC. 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), from the quarter ended 2026-03-31 to 2026-06-30, CORDA Investment Management, LLC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1545812): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-06). 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
Strategic Investment Advisors / MIUnited States$1.448B386
Vantage Investment Partners, LLCUnited States$1.449B64
SSI INVESTMENT MANAGEMENT LLCUnited States$1.450B548
Clear Harbor Asset Management, LLCUnited States$1.450B450
DDD Partners, LLCUnited States$1.451B138
Hikari Tsushin, Inc.Japan$1.451B78
Avalon Trust CoUnited States$1.451B460
CFS Investment Advisory Services, LLCUnited States$1.452B353
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCUnited States$1.440B2,365
WESTPAC BANKING CORPAustralia$1.438B830