LightSquare Wealth Management, LLC historic quarter change: Foreign Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), over 1 quarter from 2026-03-31 to 2026-06-30, LightSquare Wealth Management, 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 2118318), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04). 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 2026-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| PW ADVISORS, LLC \ FL | United States | $0.133B | 35 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | United States | $0.134B | 52 |
| Trace Wealth Advisors, LLC | United States | $0.133B | 66 |
| Gainplan LLC | United States | $0.133B | 59 |
| RF&L WEALTH MANAGEMENT, LLC | United States | $0.134B | 52 |
| Financial Planning Fort Collins, LLC | United States | $0.133B | 33 |
| Langdon Equity Partners | Canada | $0.134B | 11 |
| Williamson Legacy Group, LLC | United States | $0.133B | 81 |
| Williams & Novak Wealth Management, LLC | United States | $0.134B | 143 |
| Brickwood Asset Management LLP | United Kingdom | $0.133B | 10 |