HUB Investment Partners, LLC historic quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, HUB Investment Partners, 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 1841815), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2020-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CreativeOne Wealth, LLC | United States | $4.178B | 1,927 |
| Valeo Financial Advisors, LLC | United States | $4.185B | 794 |
| Banque Transatlantique SA | France | $4.172B | 463 |
| Wilmington Savings Fund Society, FSB | United States | $4.196B | 2,009 |
| Bellevue Group AG | Switzerland | $4.202B | 167 |
| Sachem Head Capital Management LP | United States | $4.151B | 19 |
| Zimmer Partners, LP | United States | $4.148B | 127 |
| AlphaCore Capital LLC | United States | $4.217B | 1,202 |
| DV Trading LLC | United States | $4.219B | 460 |
| Hamlin Capital Management, LLC | United States | $4.142B | 30 |