Rise Advisors, LLC quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Rise 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 1831316): 2026-03-31 (filed 2026-04-03) and 2026-06-30 (filed 2026-07-10). 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 |
|---|---|---|---|
| WEALTHSPAN PARTNERS, LLC | United States | $0.284B | 123 |
| Chaney Capital Management, Inc. | United States | $0.284B | 41 |
| Powers Advisory Group, LLC | United States | $0.284B | 125 |
| Beacon Wealthcare LLC | United States | $0.284B | 26 |
| Foundation Wealth Management, LLC\PA | United States | $0.284B | 91 |
| Bank OZK | United States | $0.283B | 263 |
| Mach-1 Financial Group, LLC | United States | $0.284B | 161 |
| MMA ASSET MANAGEMENT LLC | United States | $0.284B | 179 |
| Axiom Financial Strategies, LLC | United States | $0.284B | 32 |
| HALL LAURIE J TRUSTEE | United States | $0.283B | 270 |