NWM ADVISORS, LLC historic quarter change: Foreign Warrants, New
In warrants (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, NWM 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 2098824), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| New Mountain Capital, L.L.C. | United States | $0.110B | 1 |
| Bond Capital Management, LP | United States | $0.110B | 4 |
| Masterton Capital Management, LP | United States | $0.110B | 19 |
| Beryl Capital Management LLC | United States | $0.110B | 9 |
| OakTrust Wealth Advisors, LLC | United States | $0.110B | 68 |
| Peak XV Partners Operations LLC | $0.110B | 2 | |
| Belleair Asset Management, LLC | United States | $0.110B | 77 |
| S Harris Financial Group, LLC | United States | $0.110B | 107 |
| Forefront Analytics, LLC | United States | $0.110B | 39 |
| Heronetta Management, L.P. | United States | $0.110B | 16 |