Vawter Financial, Ltd. 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), from the quarter ended 2026-03-31 to 2026-06-30, Vawter Financial, Ltd. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1974403): 2026-03-31 (filed 2026-08-04) and 2026-06-30 (filed 2026-07-24). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Values Added Financial LLC | United States | $0.238B | 134 |
| CNB Bank | United States | $0.238B | 648 |
| St. Johns Investment Management Company, LLC | United States | $0.238B | 193 |
| HOWARD WEALTH MANAGEMENT, LLC | United States | $0.238B | 142 |
| Archer Investment Management, LLC | United States | $0.238B | 108 |
| GPM Growth Investors, Inc. | United States | $0.238B | 42 |
| InvesTrust | United States | $0.238B | 91 |
| TradeWell Securities, LLC. | United States | $0.237B | 50 |
| FreeGulliver LLC | United States | $0.237B | 115 |
| Gallatin Point Capital LLC | United States | $0.238B | 2 |