Demars Financial Group, LLC historic quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Demars Financial Group, 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 1723115), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). 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 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Boundless Plain Holdings Ltd | Hong Kong | $0.304B | 22 |
| East Coast Asset Management, LLC. | United States | $0.303B | 68 |
| Engaged Capital LLC | United States | $0.303B | 8 |
| Tejara Capital Ltd | United Kingdom | $0.303B | 73 |
| Bain Capital Credit, LP | United States | $0.303B | 6 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | United States | $0.305B | 12 |
| Slagle Financial, LLC | United States | $0.303B | 121 |
| Arrowroot Family Office, LLC | United States | $0.302B | 156 |
| L.K. Benson & Company, P.C. | United States | $0.302B | 113 |
| Norman Fields, Gottscho Capital Management, LLC | United States | $0.302B | 65 |