LaSalle St. Investment Advisors, LLC historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, LaSalle St. Investment Advisors, LLC opened 6 positions, added to 0, reduced 0 and sold out of 7.
- Q1 2026: Stock REDWOOD TRUST INC; Country of operation United States; Class NOTE 7.750% 6/1; Shares before 0.
- Q4 2025: Stock CAPITAL SOUTHWEST CORP; Country of operation United States; Class NOTE 5.125%11/1; Shares before 0.
- Q3 2025: Stock TWO HARBORS INVENTMENT CORPO; Country of operation United States; Class NOTE 6.250% 1/1; Shares before 0.
- Q4 2024: Stock TWO HARBORS INVENTMENT CORPO; Country of operation United States; Class NOTE 6.250% 1/1; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1966193), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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