ENZI WEALTH quarter change: Foreign Bonds: Other Debt, Sold out
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, ENZI WEALTH opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1887441): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-15). 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 |
|---|---|---|---|
| NEW WAVE WEALTH ADVISORS LLC | United States | $0.288B | 192 |
| WRAPMANAGER INC | United States | $0.288B | 135 |
| Realta Investment Advisors | United States | $0.288B | 367 |
| Whetstone Capital Advisors, LLC | United States | $0.288B | 56 |
| TICINO WEALTH | United States | $0.288B | 138 |
| Lumbard & Kellner, LLC | United States | $0.289B | 99 |
| Marnell Management LLC | United States | $0.288B | 72 |
| Horizon Investment Services, LLC | United States | $0.288B | 137 |
| Forza Wealth Management, LLC | United States | $0.287B | 188 |
| LAZARI CAPITAL MANAGEMENT, INC. | United States | $0.287B | 175 |