Platt Wealth Management LLC historic quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Platt Wealth Management 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 2109497), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01). 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 |
|---|---|---|---|
| Envision Financial Transparency, LLC | United States | $0.000B | 56 |
| Merrithew & Thorsten Inc | United States | $0.000B | 122 |
| AK GLOBAL ASSET MANAGEMENT, LLC | United States | $0.000B | 28 |
| Wealth Group, Ltd. | United States | $0.000B | 89 |
| Rye Brook Capital LLC | United States | $0.000B | 28 |
| Paradigm Capital Management, LLC/NV | United States | $0.000B | 59 |
| MONTCHANIN ASSET MANAGEMENT, LLC | United States | $0.000B | 55 |
| Avail Investment Partners, LLC | United States | $0.000B | 137 |
| Q Global Advisors, LLC | United States | $0.000B | 49 |
| Ulland Investment Advisors, LLC | United States | $0.000B | 213 |