NWM ADVISORS, LLC quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, NWM ADVISORS, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2098824): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-28). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |