Essex Bank quarter change: USA Bonds: Zero-Coupon Convertibles, Unchanged
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Essex Bank opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1752212): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-23). 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 |
|---|---|---|---|
| Leverty Financial Group, LLC | United States | $0.452B | 44 |
| Waterway Wealth Management, LLC | United States | $0.452B | 90 |
| Blankinship & Foster, LLC | United States | $0.452B | 75 |
| Addison Advisors LLC | United States | $0.452B | 1,273 |
| Wolff Financial Management LLC | United States | $0.453B | 103 |
| Compton Financial Group, LLC | United States | $0.453B | 71 |
| HGC Investment Management Inc. | Canada | $0.451B | 172 |
| Bulltick Wealth Management, LLC | United States | $0.453B | 137 |
| Marion Wealth Management | United States | $0.451B | 146 |
| WALLER FINANCIAL PLANNING GROUP, INC | United States | $0.453B | 74 |