Wagner Wealth Management, LLC quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Wagner Wealth Management, 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 1728657): 2026-03-31 (filed 2026-04-24) 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 |
|---|---|---|---|
| Talaria Asset Management Pty Ltd | Australia | $0.495B | 12 |
| Bedell Frazier Investment Counselling, LLC | United States | $0.495B | 128 |
| Canton Hathaway, LLC | United States | $0.496B | 268 |
| New Hampshire Trust | United States | $0.496B | 278 |
| Stelac Advisory Services LLC | United States | $0.494B | 163 |
| Turiya Advisors Asia Ltd | Hong Kong | $0.496B | 5 |
| CHEMUNG CANAL TRUST CO | United States | $0.494B | 203 |
| TBH Global Asset Management, LLC | United States | $0.497B | 245 |
| Westchester Capital Management, Inc. | United States | $0.497B | 45 |
| Lafayette Investments, Inc. | United States | $0.494B | 158 |