Potomac Capital Management, Inc. historic quarter change: USA SPAC Units, New
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2013-12-31 to 2026-06-30, Potomac Capital Management, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1418746), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2023-12-31 to 2025-12-31, filed 2026-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-23); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14). 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 2007-12-31. Not compared, as a quarter between them is not held here yet: 2015-09-30 to 2023-12-31 (missing 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Carter Financial, LLC | United States | $0.115B | 28 |
| GK Wealth Management LLC | United States | $0.115B | 51 |
| DWR WEALTH MANAGEMENT, LLC | United States | $0.115B | 51 |
| Ativo Capital Management LLC | United States | $0.115B | 55 |
| Investment Advisory Services Group LLC | United States | $0.115B | 29 |
| WealthPoint Financial, LLC | United States | $0.115B | 117 |
| BAYBAN | United States | $0.115B | 671 |
| Powerhouse Assets LLC | United States | $0.115B | 55 |
| BLVD Private Wealth, LLC | United States | $0.115B | 64 |
| Anabranch Capital Management, LP | United States | $0.115B | 5 |