Advertisement
Screener

Hobbs Group Advisors, LLC Historic Quarter Change: Foreign Preferred Shares, New

Hobbs Group Advisors, LLC historic quarter change: Foreign Preferred Shares, New

In preferred shares (depositary receipts and foreign shares traded over the counter), over 9 quarters from 2023-12-31 to 2026-06-30, Hobbs Group Advisors, 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 2012280), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18); Q2 2024 (2023-12-31 to 2024-06-30, filed 2024-07-22). 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 2023-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Baron Wealth Management LLCUnited States$0.334B279
PARUS FINANCE (UK) LtdUnited Kingdom$0.334B37
PRIVATE CLIENT SERVICES, LLCUnited States$0.334B208
Montanaro Asset Management LtdUnited Kingdom$0.334B42
Pine Harbor Wealth Management, LLCUnited States$0.334B102
CLARIS ADVISORS, LLC / MO /United States$0.334B70
Martin Investment Management, LLCUnited States$0.334B46
Red Wave Investments LLCUnited States$0.335B113
Sandy Cove Advisors, LLCUnited States$0.334B144
VSM Wealth Advisory, LLCUnited States$0.335B505