First Citizens Financial Corp historic quarter change: USA Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, First Citizens Financial Corp opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1800597), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-03); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-31). 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 |
|---|---|---|---|
| ARCADIA INVESTMENT ADVISORS LLC | United States | $0.212B | 81 |
| Applied Capital LLC/FL | United States | $0.212B | 92 |
| STAR Financial Bank | United States | $0.212B | 113 |
| KIECKHEFER GROUP LLC | United States | $0.212B | 58 |
| HRC WEALTH MANAGEMENT, LLC | United States | $0.212B | 59 |
| SPRENG CAPITAL MANAGEMENT, INC. | United States | $0.212B | 66 |
| Avid Wealth Partners LLC | United States | $0.212B | 71 |
| Powers Capital, LLC | United States | $0.212B | 2 |
| SALZHAUER MICHAEL | United States | $0.212B | 75 |
| Sterling Group Wealth Management, LLC | United States | $0.211B | 58 |