INSTRUMENTAL WEALTH, LLC historic quarter change: Foreign Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, INSTRUMENTAL WEALTH, 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 1976010), 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 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-29). 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 2023-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TopTier Wealth Management, LLC | United States | $0.163B | 795 |
| DAHRING | CUSMANO LLC | United States | $0.163B | 58 |
| Dean, Jacobson Financial Services, LLC | United States | $0.163B | 21 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | United States | $0.163B | 82 |
| Buttonwood Financial Group, LLC | United States | $0.163B | 30 |
| Capstone Wealth Management Group LLC | United States | $0.163B | 123 |
| CANNELL CAPITAL LLC | United States | $0.163B | 41 |
| Index Venture Growth Associates IV Ltd | Jersey | $0.163B | 2 |
| Millennium Capital Advisors, LLC | United States | $0.162B | 133 |
| SummerHaven Investment Management, LLC | United States | $0.163B | 193 |