Whetstone Capital Advisors, LLC quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Whetstone Capital Advisors, 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 1607278): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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 |
|---|---|---|---|
| Realta Investment Advisors | United States | $0.288B | 367 |
| NEW WAVE WEALTH ADVISORS LLC | United States | $0.288B | 192 |
| Lumbard & Kellner, LLC | United States | $0.289B | 99 |
| ENZI WEALTH | United States | $0.288B | 71 |
| New Perspectives, Inc | United States | $0.289B | 44 |
| Plum Street Advisors, LLC | United States | $0.289B | 98 |
| WRAPMANAGER INC | United States | $0.288B | 135 |
| TICINO WEALTH | United States | $0.288B | 138 |
| Goodlander Investment Management, LLC | United States | $0.289B | 12 |
| Marnell Management LLC | United States | $0.288B | 72 |