Sagace Wealth Management LLC historic quarter change: USA Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Sagace Wealth Management 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 2027449), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15). 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 2024-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Gibson Wealth Advisors LLC | United States | $0.149B | 37 |
| Alpha Wealth Funds, LLC | United States | $0.149B | 41 |
| Valley Brook Capital Group, Inc. | United States | $0.149B | 112 |
| Genesis Financial Group, LLC | United States | $0.149B | 104 |
| RAINIER FAMILY WEALTH INC | United States | $0.149B | 93 |
| Mainstream Capital Management LLC | United States | $0.149B | 88 |
| Community Bank of Raymore | United States | $0.149B | 123 |
| Systrade AG | $0.149B | 11 | |
| CATHY PARETO & ASSOCIATES, INC | United States | $0.149B | 96 |
| Graphene Investments SAS | France | $0.149B | 44 |