Transamerica Financial Advisors, LLC Historic Quarter Change: USA SPAC Units, Reduced

Transamerica Financial Advisors, LLC historic quarter change: USA SPAC Units, Reduced

In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Transamerica Financial Advisors, LLC opened 11 positions, added to 18, reduced 20 and sold out of 18.

Q4 2025: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 2,461.
Q1 2016: Stock POWERSHARES QQQ TRUST; Country of operation —; Class UNIT SER 1; Shares before 23,875.
Q1 2016: Stock KKR & CO L P DEL; Country of operation —; Class COM UNITS; Shares before 18,741.
Q1 2016: Stock STONEMOR PARTNERS L P; Country of operation —; Class COM UNITS; Shares before 1,800.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1502149), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-21); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-01); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-20); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-21); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-22). 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 2010-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q4 2025	CARNIVAL CORP CUSIP 143658300		UNIT 99/99/9999	2,461	103	-2,358	$71,148	$3,146	-$68,002	2026-02-13
Q1 2016	POWERSHARES QQQ TRUST CUSIP 73935A104		UNIT SER 1	23,875	15,289	-8,586	$2,671,000	$1,670,000	-$1,001,000	2016-04-21
Q1 2016	KKR & CO L P DEL CUSIP 48248M102		COM UNITS	18,741	1,249	-17,492	$293,000	$19,000	-$274,000	2016-04-21
Q1 2016	STONEMOR PARTNERS L P CUSIP 86183Q100		COM UNITS	1,800	1,600	-200	$49,000	$40,000	-$9,000	2016-04-21
Q1 2016	ENERGY TRANSFER PRTNRS L P CUSIP 29273R109		UNIT LTD PARTN	1,159	1,035	-124	$40,000	$34,000	-$6,000	2016-04-21
Q4 2015	BLACKSTONE GROUP L P CUSIP 09253U108	United States	COM UNIT LTD	660	460	-200	$21,000	$14,000	-$7,000	2016-02-01
Q3 2015	POWERSHARES QQQ TRUST CUSIP 73935A104		UNIT SER 1	9,725	1,512	-8,213	$1,042,000	$154,000	-$888,000	2015-10-20
Q3 2015	KKR & CO L P DEL CUSIP 48248M102		COM UNITS	19,473	18,741	-732	$445,000	$315,000	-$130,000	2015-10-20
Q3 2015	ENERGY TRANSFER PRTNRS L P CUSIP 29273R109		UNIT LTD PARTN	1,208	1,159	-49	$64,000	$48,000	-$16,000	2015-10-20
Q3 2015	LINN ENERGY LLC CUSIP 536020100		UNIT LTD LIAB	1,290	190	-1,100	$12,000	$1,000	-$11,000	2015-10-20
Q2 2015	WILLIAMS PARTNERS L P NEW CUSIP 96949L105		COM UNIT LTD PAR	389	216	-173	$20,000	$11,000	-$9,000	2015-07-28
Q2 2015	KKR & CO L P DEL CUSIP 48248M102		COM UNITS	19,696	19,473	-223	$450,000	$445,000	-$5,000	2015-07-28
Q2 2015	LINN ENERGY LLC CUSIP 536020100		UNIT LTD LIAB	1,490	1,290	-200	$17,000	$12,000	-$5,000	2015-07-28
Q4 2014	LINN ENERGY LLC CUSIP 536020100		UNIT LTD LIAB	1,590	1,490	-100	$48,000	$16,000	-$32,000	2015-02-03
Q3 2014	KKR & CO L P DEL CUSIP 48248M102		COM UNITS	14,649	14,614	-35	$357,000	$326,000	-$31,000	2014-10-21
Q1 2014	KKR & CO L P DEL CUSIP 48248M102		COM UNITS	14,915	14,464	-451	$364,000	$331,000	-$33,000	2014-04-15
Q4 2013	KKR & CO L P DEL CUSIP 48248M102		COM UNITS	16,184	14,915	-1,269	$334,000	$364,000	+$30,000	2014-01-21
Q4 2013	WILLIAMS PARTNERS L P CUSIP 96950F104		COM UNIT L P	550	150	-400	$30,000	$8,000	-$22,000	2014-01-21
Q4 2013	FERRELLGAS PARTNERS L.P. CUSIP 315293100		UNIT LTD PART	1,500	1,300	-200	$34,000	$30,000	-$4,000	2014-01-21
Q3 2013	KKR & CO L P DEL CUSIP 48248M102		COM UNITS	25,807	16,184	-9,623	$508,000	$334,000	-$174,000	2013-10-22

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