Kastel Capital Advisors, 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 2 quarters from 2025-12-31 to 2026-06-30, Kastel Capital 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 2111663), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Brindle & Bay Financial Advisors, LLC | United States | $0.163B | 67 |
| Potrero Capital Research LLC | United States | $0.163B | 34 |
| PEOPLES BANK /OH | United States | $0.163B | 143 |
| SummerHaven Investment Management, LLC | United States | $0.163B | 193 |
| Index Venture Growth Associates IV Ltd | Jersey | $0.163B | 2 |
| CANNELL CAPITAL LLC | United States | $0.163B | 41 |
| Dean, Jacobson Financial Services, LLC | United States | $0.163B | 21 |
| KRS Capital Management, LLC | United States | $0.163B | 115 |
| Omega Fund Management, LLC | United States | $0.163B | 10 |
| INSTRUMENTAL WEALTH, LLC | United States | $0.163B | 73 |