Glassman Wealth Services quarter change: USA SPAC Units, Sold out
In units (a share and a warrant or right, mostly SPACs) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Glassman Wealth Services opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1642160): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-05). 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 |
|---|---|---|---|
| Burton Enright Welch | United States | $0.736B | 143 |
| TFO Wealth Partners, LLC | United States | $0.735B | 72 |
| Colonial Trust Co / SC | United States | $0.735B | 1,135 |
| SEEDS INVESTOR LLC | United States | $0.735B | 350 |
| James J. Burns & Company, LLC | United States | $0.737B | 155 |
| Qtron Investments LLC | United States | $0.738B | 421 |
| ARVEST INVESTMENTS, INC. | United States | $0.733B | 199 |
| AIGH Capital Management LLC | United States | $0.733B | 85 |
| Berman McAleer LLC | United States | $0.733B | 162 |
| Portside Wealth Group, LLC | United States | $0.738B | 916 |