Advertisement
Screener

Trail Ridge Investment Advisors, LLC Last Quarter Change: USA Bonds: Convertible Notes, Sold Out

Trail Ridge Investment Advisors, LLC quarter change: USA Bonds: Convertible Notes, Sold out

In convertible notes that pay a coupon (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Trail Ridge Investment Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1911013): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
MCCARTER PRIVATE WEALTH SERVICES LLCUnited States$0.230B284
Cherry Creek Investment Advisors, Inc.United States$0.230B124
Aurelius Family Office LLCUnited States$0.230B47
Family Office Research LLCUnited States$0.230B75
Pavion Blue Capital, LLCUnited States$0.230B108
SOROS CAPITAL MANAGEMENT LLCUnited States$0.230B47
Dogwood Wealth Management LLCUnited States$0.230B860
IVC Wealth Advisors LLCUnited States$0.230B174
Employees' Retirement Fund of the City of Fort WorthUnited States$0.230B21
Haven Private, LLCUnited States$0.230B166