Financial Life Planners historic quarter change: Foreign Bonds: Other Debt, Added
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Financial Life Planners opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2053368), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Nicholson Meyer Capital Management, Inc. | United States | $0.130B | 43 |
| NIGHTVIEW CAPITAL, LLC | United States | $0.131B | 15 |
| Clarendon Private LLC | United States | $0.130B | 119 |
| Oder Investment Management, LLC | United States | $0.130B | 102 |
| Eddie Patel Inc | United States | $0.130B | 95 |
| Cushing Capital Partners, LLC | United States | $0.130B | 96 |
| Emmett Investment Management, LP | United States | $0.131B | 24 |
| Illumine Investment Management, LLC | United States | $0.130B | 92 |
| Castlefield Investment Partners LLP | United Kingdom | $0.131B | 35 |
| Windward Management LP | United States | $0.130B | 10 |