Vestment Financial LLC quarter change: Foreign Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Vestment Financial 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 2056705): 2026-03-31 (filed 2026-05-01) 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 |
|---|---|---|---|
| CVS HEALTH Corp | United States | $0.212B | 33 |
| AFT, FORSYTH & COMPANY, INC. | United States | $0.212B | 123 |
| SALZHAUER MICHAEL | United States | $0.212B | 75 |
| GRAND WEALTH MANAGEMENT, LLC | United States | $0.212B | 87 |
| COOPER/HAIMS ADVISORS, LLC | United States | $0.212B | 103 |
| CROBAN | United States | $0.213B | 73 |
| SPRENG CAPITAL MANAGEMENT, INC. | United States | $0.212B | 66 |
| STAR Financial Bank | United States | $0.212B | 113 |
| VESTIA PERSONAL WEALTH ADVISORS | United States | $0.213B | 99 |
| Carl P. Sherr & Co., LLC | United States | $0.213B | 124 |