MASTER'S WEALTH MANAGEMENT INC. 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 6 quarters from 2024-12-31 to 2026-06-30, MASTER'S WEALTH MANAGEMENT INC. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056521), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Royal Harbor Partners, LLC | United States | $0.295B | 51 |
| Claar Advisors LLC | United States | $0.295B | 15 |
| Cambridge Financial Group, LLC | United States | $0.295B | 168 |
| Front Row Advisors LLC | United States | $0.296B | 553 |
| Skaana Management L.P. | United States | $0.296B | 158 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | United States | $0.295B | 82 |
| River Street Advisors LLC | United States | $0.296B | 248 |
| MORRIS FINANCIAL CONCEPTS, INC. | United States | $0.295B | 195 |
| Vigilare Wealth Management | United States | $0.296B | 109 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | United States | $0.296B | 146 |