Noble Wealth Management PBC historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 5 quarters from 2024-12-31 to 2026-06-30, Noble Wealth Management PBC opened 5 positions, added to 4, reduced 2 and sold out of 10.
- Q2 2026: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class Stock; Shares before 304.
- Q1 2026: Stock BLACKROCK LONG-TERM MUN ADVANT COM; Country of operation United States; Class CEF; Shares before 133,879.
- Q1 2026: Stock BLACKROCK N Y MUN INCOME TRUST SH BEN INT; Country of operation United States; Class CEF; Shares before 5,254.
- Q1 2026: Stock XAI OCTAGN FLT RAT & ALT INM T COM; Country of operation United States; Class CEF; Shares before 2,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055065), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-01); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-02); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-05); Q3 2025 (2025-03-31 to 2025-09-30, filed 2026-01-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15). 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 2024-12-31.
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