Torrey Growth & Income Advisors historic quarter change: Foreign Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (depositary receipts and foreign shares traded over the counter), over 3 quarters from 2025-09-30 to 2026-06-30, Torrey Growth & Income Advisors opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2087822), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17). 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 2025-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Genesee Capital Advisors, LLC | United States | $0.239B | 138 |
| Saraza Management, LP | United States | $0.239B | 20 |
| Cascades Capital Asset Management, LLC | United States | $0.239B | 159 |
| Mechanics Financial Corp | United States | $0.239B | 232 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | United States | $0.239B | 97 |
| Orange County Employees Retirement System | United States | $0.239B | 2 |
| DOW CHEMICAL CO /DE/ | United States | $0.239B | 6 |
| PFIZER INC | United States | $0.239B | 21 |
| Wealth Watch Advisors, INC | United States | $0.239B | 126 |
| Wealth Advisors Northwest LLC | United States | $0.238B | 57 |