Wealthspire Retirement, LLC quarter change: USA Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Wealthspire Retirement, 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 2040084): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-12). 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 |
|---|---|---|---|
| Cerity Partners OCIO LLC | United States | $1.667B | 25 |
| Garde Capital, Inc. | United States | $1.670B | 203 |
| GDS Wealth Management | United States | $1.664B | 200 |
| Global Alpha Capital Management Ltd. | Canada | $1.662B | 54 |
| Recurrent Investment Advisors LLC | United States | $1.661B | 67 |
| HHLR ADVISORS, LTD. | Cayman Islands | $1.673B | 38 |
| Fragasso Financial Advisors Inc | United States | $1.658B | 323 |
| Proem Advisors LLC | United States | $1.676B | 36 |
| Fiduciary Alliance LLC | United States | $1.657B | 547 |
| PATTEN & PATTEN INC/TN | United States | $1.657B | 338 |