Godfrey Financial Associates, Inc. quarter change: USA Warrants, Unchanged
In warrants (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Godfrey Financial Associates, Inc. opened 0 positions, added to 0, reduced 0, sold out of 1 and left 1 unchanged. The largest increase in value was DIANA SHIPPING INC (-$2); the largest decrease was OCCIDENTAL PETE CORP WTS EXP 08/03/2027 (-$146).
- OCCIDENTAL PETE CORP WTS EXP 08/03/2027: Country of operation United States; Class *W EXP 08/03/202; Shares 2026-03-31 9; Shares 2026-06-30 9.
Two Form 13F-HR filings compared (SEC CIK 2097943): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Smith Asset Management Co., LLC | United States | $0.117B | 71 |
| Severin Investments, LLC | United States | $0.116B | 171 |
| Ethos Capital Management, Inc. | United States | $0.117B | 56 |
| Runnymede Capital Advisors, Inc. | United States | $0.116B | 75 |
| Journey Beyond Wealth, LLC | United States | $0.116B | 29 |
| McKinney Capital Management, LLC | United States | $0.116B | 46 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | United States | $0.116B | 52 |
| Fundamenta Capital S.A. | Uruguay | $0.116B | 11 |
| Sherman Wealth Management LLC | United States | $0.116B | 80 |
| Worthington Financial Partners, LLC | United States | $0.116B | 105 |