Advertisement
Screener

Sterling Investment Counsel, LLC Last Quarter Change: USA Bonds: Zero-Coupon Convertibles, New

Sterling Investment Counsel, LLC quarter change: USA Bonds: Zero-Coupon Convertibles, New

In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sterling Investment Counsel, 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 1925853): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-20). 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
Manske Wealth ManagementUnited States$0.357B215
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.United States$0.357B21
Holowesko Partners Ltd.Bahamas$0.357B31
Pioneer Wealth Management GroupUnited States$0.357B50
BigSur Wealth Management LLCUnited States$0.356B164
Henrickson Nauta Wealth Advisors, Inc.United States$0.356B106
Rudius Management LPUnited States$0.358B6
Accretive Wealth Partners, LLCUnited States$0.356B180
Sandbox Financial Partners, LLCUnited States$0.356B117
Private Wealth Advisors, LLCUnited States$0.356B95