AMJ Financial Wealth Management quarter change: Foreign Preferred Shares, Reduced
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, AMJ Financial Wealth Management opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1801585): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-10). 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 |
|---|---|---|---|
| MCDONALD PARTNERS LLC | United States | $0.424B | 208 |
| Dunhill Financial, LLC | United Kingdom | $0.424B | 1,857 |
| OnyxPoint Global Management LP | United States | $0.424B | 29 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | United States | $0.424B | 32 |
| SECTOR GAMMA AS | Norway | $0.423B | 42 |
| Midwest Professional Planners, LTD. | United States | $0.425B | 137 |
| Atlas Private Wealth Advisors | United States | $0.425B | 132 |
| Dalal Street, LLC | United States | $0.423B | 3 |
| All Terrain Financial Advisors, LLC | United States | $0.425B | 150 |
| Retirement Solution LLC | United States | $0.423B | 57 |