PMG Family Office LLC historic quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), over 3 quarters from 2025-09-30 to 2026-06-30, PMG Family Office 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 2102299), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Coral Wealth Management, LLC | United States | $0.089B | 16 |
| Zinnia Wealth Advisory, LLC | United States | $0.089B | 96 |
| J. Team Financial, Inc. | United States | $0.089B | 84 |
| Bayforest Capital Ltd | United Kingdom | $0.089B | 879 |
| Shelter Ins Retirement Plan | United States | $0.090B | 8 |
| Cedrus Wealth Group LLC | United States | $0.090B | 48 |
| Up Capital Management, Inc. | United States | $0.089B | 18 |
| Stone House Capital Management, LLC | United States | $0.090B | 3 |
| Angel Oak Capital Advisors, LLC | United States | $0.090B | 33 |
| Sage Investment Counsel LLC | United States | $0.090B | 127 |