Larry Mathis Financial Planning, 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 2 quarters from 2025-12-31 to 2026-06-30, Larry Mathis Financial Planning, 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 2118274), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22). 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 |
|---|---|---|---|
| LB Partners LLC | United States | $0.112B | 37 |
| ATLas Financial Planning LLC | United States | $0.112B | 70 |
| Financial Concepts Unlimited, Inc. | United States | $0.112B | 44 |
| Vericrest Private Wealth | United States | $0.111B | 39 |
| Odyssey Capital Advisors, Inc. | United States | $0.112B | 97 |
| EMERGENCE GP PARTNERS, LLC | United States | $0.111B | 4 |
| Smith Partners Wealth Management, LLC | United States | $0.112B | 76 |
| OBSIDIAN CIO, LLC | United States | $0.111B | 217 |
| Benchmark Financial, LLC | United States | $0.111B | 52 |
| Wagner Wealth Management, Corp | United States | $0.111B | 103 |