Townsend Financial Planning, 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 2 quarters from 2025-12-31 to 2026-06-30, Townsend Financial Planning, 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 2110688), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Crescent Sterling, Ltd. | United States | $0.103B | 80 |
| MY Wealth Management Inc. | United States | $0.103B | 26 |
| Dalton Investments, Inc. | United States | $0.103B | 17 |
| SVRN Asset Management, LLC | United States | $0.103B | 37 |
| Ruggiero Investments, Inc. | United States | $0.103B | 78 |
| Monetary Solutions, Ltd | United States | $0.103B | 318 |
| Fulcrum Equity Management | United States | $0.103B | 128 |
| High Point Wealth Management, LLC | United States | $0.104B | 250 |
| Reality Financial Planning Services, LLC | United States | $0.104B | 20 |
| Alan B Lancz & Associates, Inc. | United States | $0.103B | 129 |