Garton & Associates Financial Advisors LLC historic quarter change: Foreign Bonds: Zero-Coupon Convertibles, New
In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Garton & Associates Financial Advisors LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109857), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Athena Wealth Management, LLC | United States | $0.122B | 106 |
| Roger Wittlin Investment Advisory, LLC | United States | $0.122B | 39 |
| Dynamic Financial Group | United States | $0.122B | 69 |
| Reyes Financial Architecture, Inc. | United States | $0.122B | 348 |
| Karani Asset Management LLC | United States | $0.122B | 54 |
| SEMITAM BONAM LLC | United States | $0.122B | 44 |
| A4 Wealth Advisors LLC | United States | $0.122B | 103 |
| First Financial Group Corp | United States | $0.122B | 80 |
| Sankala Group LLC | United States | $0.122B | 563 |
| Kennon-Green & Company, LLC | United States | $0.122B | 39 |