Hershey Financial Advisers, LLC historic quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), over 6 quarters from 2024-06-30 to 2026-06-30, Hershey Financial Advisers, 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 2034214), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-18); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2024-12-31 to 2025-06-30, filed 2025-08-18); Q4 2024 (2024-06-30 to 2024-12-31, filed 2025-02-11). 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 2024-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| William Howard & Co Financial Advisors Inc | United States | $0.116B | 54 |
| Sidoxia Capital Management, LLC | United States | $0.116B | 83 |
| Wilmar Advisors LLC | United States | $0.116B | 27 |
| RM Financial Services, LLC | United States | $0.116B | 75 |
| Alexander Randolph Advisory, Inc. | United States | $0.116B | 54 |
| Silchester International Investors LLP | United Kingdom | $0.116B | 4 |
| RHODES INVESTMENT ADVISORS INC /ADV | United States | $0.116B | 116 |
| James Reed Financial Services, Inc. | United States | $0.116B | 17 |
| Chung Wu Investment Group, LLC | United States | $0.116B | 259 |
| TSG Consumer Partners LP | United States | $0.115B | 1 |