Advertisement
Screener

Vigil Wealth Management, LLC Historic Quarter Change: Foreign Bonds: Convertible Notes, Sold Out

Vigil Wealth Management, LLC historic quarter change: Foreign Bonds: Convertible Notes, Sold out

In convertible notes that pay a coupon (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Vigil Wealth Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2107625), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21). 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 2025-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Family Legacy Financial Solutions, LLCUnited States$0.124B48
Post Resch Tallon Group Inc.United States$0.124B120
EDMP, INC.United States$0.124B71
Ally Bridge Group (NY) LLCUnited States$0.124B28
INTREPID FAMILY OFFICE LLCUnited States$0.124B38
Marcho Partners LLPUnited Kingdom$0.124B5
WJ Financial Advisors LLCUnited States$0.124B128
R.H. Dinel Investment Counsel, Inc.United States$0.124B40
Clarity Retirement & Wealth, LLCUnited States$0.124B27
NorthLanding Financial Partners, LLCUnited States$0.124B41