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United States Treasury Notes Note

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Garton & Associates Financial Advisors LLC
NEW
Shares92,000
Change+92,000
Value$91.7K
Filed 2026-02-18
Kelleher Financial Advisors
NEW
Shares82,000
Change+82,000
Value$81.8K
Filed 2026-01-20
Kohmann Bosshard Financial Services, LLC
NEW
Shares57,000
Change+57,000
Value$56.8K
Filed 2026-01-30
Saranac Partners Ltd
CLOSED
Shares0 from 2,023,000
Change-2,023,000 (-100%)
Value$0 (-$2.0M)
Filed 2026-02-06
Main Street Group, LTD
CLOSED
Shares0 from 1,565,000
Change-1,565,000 (-100%)
Value$0 (-$1.5M)
Filed 2026-01-26
Status
Garton & Associates Financial Advisors LLC
NEW92,000—+92,000——$91.7K—2026-02-18
Kelleher Financial Advisors
NEW82,000—+82,000——$81.8K—2026-01-20
Kohmann Bosshard Financial Services, LLC
NEW57,000—+57,000——$56.8K—2026-01-30
Saranac Partners Ltd
CLOSED02,023,000-2,023,000-100%$2.0M$0-$2.0M2026-02-06
Main Street Group, LTD
CLOSED01,565,000-1,565,000-100%$1.5M$0-$1.5M2026-01-26
Showing 5 of 5 institutions