Advertisement
Screener

Kurv Investment Management LLC Last Quarter Change: USA Bonds: Convertible Notes, Sold Out

Kurv Investment Management LLC quarter change: USA Bonds: Convertible Notes, Sold out

In convertible notes that pay a coupon (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kurv Investment 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 2027462): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-13). 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 NameCountry13F ValueHoldings
Capital Today Evergreen Fund, L.P.Cayman Islands$0.173B3
Forbes Financial Planning, Inc.United States$0.173B38
Dynamic Wealth Strategies, LLCUnited States$0.173B288
Marest Capital, LLCUnited States$0.173B29
Innovative Asset Advisors Group, LLCUnited States$0.173B1,040
Royalty Pharma Sub-Manager, LLCUnited States$0.173B4
Coordinated Financial Services, Inc.United States$0.173B176
PETERSON WEALTH MANAGEMENTUnited States$0.172B166
Godshalk Welsh Capital Management, Inc.United States$0.172B129
GOLDEN ROAD ADVISORS LLCUnited States$0.174B53