Gross & Hartman Investments LLC quarter change: Foreign Bonds: Convertible Notes, Added
In convertible notes that pay a coupon (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Gross & Hartman Investments LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1966094): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-13). 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 |
|---|---|---|---|
| LM Asset Management Inc. | Canada | $0.192B | 10 |
| Client First Investment Management LLC | United States | $0.192B | 16 |
| Keystone Financial Group, Inc. | United States | $0.192B | 134 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | United States | $0.192B | 113 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | United States | $0.192B | 187 |
| Westview Management dba Westview Investment Advisors | United States | $0.192B | 70 |
| Kintayl Capital LP | United States | $0.192B | 54 |
| VAUGHAN & Co SECURITIES, INC. | United States | $0.193B | 58 |
| Sharp Capital Gestora de Recursos Ltda. | Brazil | $0.192B | 7 |
| KRM WEALTH MANAGEMENT L.L.C. | United States | $0.192B | 43 |