Advertisement
Screener

Guardian Capital, LLC Historic Quarter Change: Foreign Bonds: Zero-Coupon Convertibles, Sold Out

Guardian Capital, LLC historic quarter change: Foreign Bonds: Zero-Coupon Convertibles, Sold out

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, Guardian Capital, 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 2083963), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); 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 NameCountry13F ValueHoldings
CDM FINANCIAL COUNSELING SERVICES, INC.United States$0.105B80
FORTERIS WEALTH MANAGEMENT INC.United States$0.104B68
HANSEATIC MANAGEMENT SERVICES INCUnited States$0.104B80
JHP Wealth Management, LLCUnited States$0.105B32
Purewater Capital LLCUnited States$0.104B69
McLaughlin Asset Management, Inc.United States$0.105B91
Kilner Capital Advisors, LLCUnited States$0.104B18
Stonebridge Wealth Management, LLCUnited States$0.104B36
Waycross Investment Management CoUnited States$0.105B44
Signet Private Wealth LLCUnited States$0.105B118