Hoxton Planning & Management, LLC quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hoxton Planning & Management, 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 1954782): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-16). 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 |
|---|---|---|---|
| Independence Financial Advisors, LLC | United States | $0.333B | 51 |
| Aurdan Capital Management, LLC | United States | $0.333B | 88 |
| Tilson Financial Group, Inc. | United States | $0.333B | 79 |
| Westend Capital Management, LLC | United States | $0.333B | 254 |
| Family Legacy, Inc. | United States | $0.333B | 124 |
| BAKER BOYER NATIONAL BANK | United States | $0.333B | 119 |
| Atlas Wealth LLC | United States | $0.334B | 115 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | United States | $0.334B | 83 |
| HARBOR ADVISORY CORP /MA/ | United States | $0.333B | 79 |
| McCollum Christoferson Group LLC | United States | $0.333B | 77 |