Advertisement
Screener

Sincerus Advisory, LLC Last Quarter Change: Foreign Bonds: Convertible Notes, Sold Out

Sincerus Advisory, LLC quarter change: Foreign Bonds: Convertible Notes, Sold out

In convertible notes that pay a coupon (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Sincerus Advisory, 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 2050968): 2026-03-31 (filed 2026-04-06) and 2026-06-30 (filed 2026-07-06). 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 NameCountry13F ValueHoldings
Dale Q Rice Investment Management LtdUnited States$0.132B68
ALTERNA WEALTH MANAGEMENT, INCUnited States$0.132B105
Boyce & Associates Wealth Consulting, Inc.United States$0.132B80
TWIN CITY PRIVATE WEALTH, LLCUnited States$0.132B96
Penbrook Management LLCUnited States$0.132B93
Macco Financial Group, Inc.United States$0.132B21
REICON WEALTH ADVISORS, LLCUnited States$0.132B72
Park State Asset ManagementUnited States$0.132B20
Richard Young Associates, Ltd.United States$0.132B25
RIK SAYLOR FINANCIAL, INC.United States$0.132B85