Advertisement
Screener

MIDLAND WEALTH ADVISORS, LLC Historic Quarter Change: Foreign Bonds: Other Debt, New

MIDLAND WEALTH ADVISORS, 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, MIDLAND WEALTH ADVISORS, 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 1990058), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); 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 2023-12-31.

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

Similar Firms

Firm NameCountry13F ValueHoldings
OSTERWEIS CAPITAL MANAGEMENT INCUnited States$1.939B277
NATIONS FINANCIAL GROUP INC, /IA/ /ADVUnited States$1.941B773
1ST SOURCE BANKUnited States$1.938B425
FAIRFAX FINANCIAL HOLDINGS LTD/ CANCanada$1.943B29
BLACKHILL CAPITAL INCUnited States$1.943B49
Affinity Asset Advisors, LLCUnited States$1.936B105
WATERS PARKERSON & CO., LLCUnited States$1.945B188
Global X Japan Co., Ltd.Japan$1.946B378
Heard Capital LLCUnited States$1.934B21
AdvisorNet Financial, IncUnited States$1.932B2,267