StrongBox Wealth, LLC historic quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, StrongBox Wealth, 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 1812155), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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 2020-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Kercheville Advisors, LLC | United States | $0.313B | 106 |
| LifeGuide Financial Advisors, LLC | United States | $0.313B | 46 |
| Pegasus Asset Management, Inc. | United States | $0.313B | 67 |
| CALIFORNIA FIRST LEASING CORP | United States | $0.312B | 39 |
| GFG Capital, LLC | United States | $0.313B | 143 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | United States | $0.313B | 158 |
| Elyxium Wealth, LLC | United States | $0.312B | 644 |
| Midwest Heritage Bank, FSB | United States | $0.312B | 51 |
| Silver Coast Investments LLC | United States | $0.313B | 119 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | United States | $0.313B | 2 |