Advertisement
Screener

MCMORGAN & CO LLC Historic Quarter Change: Foreign Bonds: Other Debt, New

MCMORGAN & CO LLC historic quarter change: Foreign Bonds: Other Debt, New

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, MCMORGAN & CO 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 1162695), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2001-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Albar Capital Partners LLPUnited Kingdom$0.618B36
BURLING WEALTH PARTNERS, LLCUnited States$0.618B177
Asset Management Group, Inc.United States$0.619B139
RIVERSEDGE ADVISORS, LLCUnited States$0.618B216
Richmond Investment Services, LLCUnited States$0.619B255
KPS Global Asset Management UK LtdUnited Kingdom$0.619B4
Keating Financial Advisory Services, Inc.United States$0.619B2,572
Affiance Financial, LLCUnited States$0.617B106
Alpha Omega Wealth Management LLCUnited States$0.617B206
CPC Advisors, LLCUnited States$0.617B144