Sunbeam Capital Management, LLC historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Sunbeam Capital Management, 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 2057278), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06). 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. 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 |
|---|---|---|---|
| Delos Wealth Advisors, LLC | United States | $0.175B | 260 |
| LifeGoal Investments, LLC | United States | $0.175B | 112 |
| Basepoint Wealth LLC | United States | $0.175B | 643 |
| SCRATCH CAPITAL LLC | United States | $0.175B | 45 |
| GS Investments, Inc. | United States | $0.175B | 134 |
| Converium Capital Inc. | Canada | $0.175B | 36 |
| Aegis Wealth Management LLC | United States | $0.175B | 118 |
| CenturyLink Investment Management Co | United States | $0.175B | 3 |
| LOWERY THOMAS, LLC | United States | $0.175B | 55 |
| Riverbend Wealth Management, LLC | United States | $0.175B | 152 |