Fort Sheridan Advisors LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Fort Sheridan Advisors LLC opened 4 positions, added to 12, reduced 4 and sold out of 9.
- Q2 2026: Stock MAREX GROUP PLC; Country of operation —; Class ORD; Shares before 0.
- Q2 2024: Stock ATLANTICA SUSTAINABLE INFR P; Country of operation —; Class SHS; Shares before 0.
- Q2 2024: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 0.
- Q2 2024: Stock GLOBALSTAR INC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1606666), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Engine Capital Management, LP | United States | $0.828B | 26 |
| Wealth Enhancement Trust Services, Inc. | United States | $0.826B | 1,109 |
| RPG Investment Advisory, LLC | United States | $0.829B | 92 |
| Claro Advisors Inc. | United States | $0.830B | 506 |
| Fort Point Capital Partners LLC | United States | $0.825B | 225 |
| SIRIOS CAPITAL MANAGEMENT L P | United States | $0.825B | 81 |
| SHENKMAN CAPITAL MANAGEMENT INC | United States | $0.831B | 81 |
| Accurate Wealth Management, LLC | United States | $0.831B | 533 |
| Mayflower Financial Advisors, LLC | United States | $0.824B | 444 |
| MJP ASSOCIATES INC /ADV | United States | $0.824B | 231 |