Advertisement
Screener

HBW ADVISORY SERVICES LLC Historic Quarter Change: Foreign Bonds: Zero-Coupon Convertibles, New

HBW ADVISORY SERVICES LLC historic quarter change: Foreign Bonds: Zero-Coupon Convertibles, New

In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, HBW ADVISORY SERVICES 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 1790525), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-02); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). 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 2019-09-30.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Gemsstock Ltd.United Kingdom$0.949B28
STEEL GROVE CAPITAL ADVISORS, LLCUnited States$0.949B221
CVA Family Office, LLCUnited States$0.950B1,840
Discipline Wealth Solutions, LLCUnited States$0.950B192
SUMMIT WEALTH GROUP LLC / COUnited States$0.950B339
DOCK STREET ASSET MANAGEMENT INCUnited States$0.951B58
Iron Gate Global Advisors LLCUnited States$0.947B105
Inscription Capital, LLCUnited States$0.951B715
Discerene Group LPUnited States$0.946B12
Teamwork Financial Advisors, LLCUnited States$0.946B216