Spurstone Advisory Services, LLC quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Spurstone Advisory Services, 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 2056079): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-08-10). 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 |
|---|---|---|---|
| TimesSquare Capital Management, LLC | United States | $0.006B | 151 |
| Longboard Asset Management, LP | United States | $0.006B | 28 |
| Border to Coast Pensions Partnership Ltd | United Kingdom | $0.006B | 96 |
| WAFRA INC. | United States | $0.006B | 1 |
| Belfer Management LLC | United States | $0.006B | 15 |
| Louisiana State Employees Retirement System | United States | $0.006B | 1,604 |
| THOMPSON SIEGEL & WALMSLEY LLC | United States | $0.006B | 418 |
| PGGM Investments | Netherlands | $0.006B | 67 |
| Price Financial Group Wealth Management, Inc | United States | $0.006B | 28 |
| Gramercy Funds Management LLC | United States | $0.006B | 2 |