TrueWealth Financial Partners historic quarter change: Foreign Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, TrueWealth Financial Partners opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908108), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Quad-Cities Investment Group, LLC | United States | $0.251B | 200 |
| M37 Management LP | United States | $0.251B | 12 |
| Hubbell Strickland Wealth Management, LLC | United States | $0.251B | 83 |
| REDW Wealth LLC | United States | $0.251B | 99 |
| BAYSHORE ASSET MANAGEMENT, LLC | United States | $0.251B | 40 |
| Essex Woodlands Management, Inc. | United States | $0.251B | 5 |
| Boulder Wealth Advisors, LLC | United States | $0.251B | 33 |
| WASHINGTON STATE INVESTMENT BOARD | United States | $0.251B | 2 |
| Chicago Wealth Management, Inc. | United States | $0.251B | 59 |
| WEIK CAPITAL MANAGEMENT | United States | $0.251B | 90 |