Sunesis Advisors, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Sunesis Advisors, LLC opened 0 positions, added to 0, reduced 0 and sold out of 2.
- Q1 2024: Stock PREF; Country of operation —; Class SPECTRUM PFD; Shares before 21,043.
- Q1 2024: Stock PGX; Country of operation —; Class PFD ETF; Shares before 22,492.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1748269), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-03-31 to 2025-09-30, filed 2025-11-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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 2018-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Capital Wealth Alliance, LLC | United States | $0.221B | 93 |
| Pillsbury Lake Capital LLC | United States | $0.221B | 32 |
| Meritas Wealth Management, LLC | United States | $0.221B | 60 |
| Bandera Partners LLC | United States | $0.221B | 17 |
| Socorro Asset Management LP | United States | $0.221B | 32 |
| FORMULA GROWTH LTD | Canada | $0.222B | 137 |
| Georgetown University | United States | $0.221B | 11 |
| BONTEMPO OHLY CAPITAL MGMT LLC | United States | $0.222B | 34 |
| DELPHI FINANCIAL GROUP, INC. | United States | $0.222B | 32 |
| Mosley Wealth Management | United States | $0.221B | 466 |