RS CRUM INC. historic quarter change: USA Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, RS CRUM 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 1401459), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WealthPLAN Partners, LLC | United States | $0.518B | 275 |
| SACHEM HILL LLC | United States | $0.516B | 65 |
| WEST PACES ADVISORS INC. | United States | $0.516B | 197 |
| Lodge Hill Capital, LLC | United States | $0.518B | 22 |
| Grey Fox Wealth Advisors, LLC | United States | $0.518B | 186 |
| WHALEROCK POINT PARTNERS, LLC | United States | $0.518B | 197 |
| Sivia Capital Partners, LLC | United States | $0.516B | 455 |
| Wendel SE | France | $0.518B | 1 |
| Cambridge Advisors Inc. | United States | $0.515B | 178 |
| Platform Technology Partners | United States | $0.519B | 344 |