Advertisement
Screener

Polaris Investment Advisors, LLC Last Quarter Change: Foreign Bonds: Zero-Coupon Convertibles, Unchanged

Polaris Investment Advisors, LLC quarter change: Foreign Bonds: Zero-Coupon Convertibles, Unchanged

In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Polaris Investment 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 2103332): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-09). 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 NameCountry13F ValueHoldings
Northern Financial Advisors IncUnited States$0.137B105
LANE BROTHERS & CO INCUnited States$0.137B83
DIAMANT ASSET MANAGEMENT, INC.United States$0.137B76
Bank of MarinUnited States$0.137B152
46 Peaks LLCUnited States$0.137B21
Ridgeline Wealth Planning, LLCUnited States$0.137B51
DiPaolo Financial Group, Inc.United States$0.137B45
Schwallier Wealth Management LLCUnited States$0.137B58
AI-Squared Management LtdHong Kong$0.137B19
Generation Capital Management LLCUnited States$0.137B74