Grey Ledge Advisors, LLC historic quarter change: USA Other Stocks, Reduced
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, Grey Ledge Advisors, LLC opened 2 positions, added to 0, reduced 0 and sold out of 1.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1660694), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2016-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cornerstone Planning, LLC | United States | $0.443B | 141 |
| Aspire Private Capital, LLC | United States | $0.443B | 292 |
| Beacon Financial Advisory LLC | United States | $0.443B | 402 |
| Prentice Wealth Management LLC | United States | $0.443B | 117 |
| Next Level Private LLC | United States | $0.443B | 175 |
| Militia Capital Management LLC | United States | $0.443B | 257 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | United States | $0.443B | 99 |
| Almitas Capital LLC | United States | $0.443B | 115 |
| Coston, McIsaac & Partners | United States | $0.444B | 941 |
| TOWNSQUARE CAPITAL LLC | United States | $0.444B | 630 |