Schrum Private Wealth Management LLC historic quarter change: USA SPAC Units, Sold out
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Schrum Private 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 1914987), 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 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 |
|---|---|---|---|
| Sierra Legacy Group | United States | $0.131B | 77 |
| Collier Financial | United States | $0.131B | 136 |
| Partnership Wealth Management, LLC | United States | $0.131B | 66 |
| AFBI LP | United States | $0.131B | 1 |
| Jordan Park Trust Co LLC | United States | $0.131B | 14 |
| Life Planning Partners, Inc | United States | $0.131B | 68 |
| Stanich Group LLC | United States | $0.131B | 47 |
| Alcosta Capital Management, Inc. | United States | $0.131B | 23 |
| Legacy Advisory Services, LLC | United States | $0.131B | 49 |
| Capital Squared Financial LLC | United States | $0.131B | 85 |