Strategent Financial, LLC historic quarter change: USA Bonds: Zero-Coupon Convertibles, New
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Strategent Financial, 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 2052737), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Processus Wealth & Capital Management, LLC | United States | $0.147B | 35 |
| BRIAN LOW FINANCIAL GROUP, LLC | United States | $0.147B | 116 |
| Lighthouse Wealth Management Inc. | United States | $0.147B | 43 |
| Entruity Wealth, LLC | United States | $0.147B | 46 |
| Krane Financial Solutions LLC | United States | $0.147B | 48 |
| Paradigm, Strategies in Wealth Management, LLC | United States | $0.147B | 55 |
| Income Insurance Ltd | Singapore | $0.147B | 164 |
| Campion Asset Management | United States | $0.147B | 82 |
| JP Wealth Management, Inc. | United States | $0.147B | 15 |
| SwitchPoint Financial Planning, LLC | United States | $0.147B | 102 |