Baugh & Associates, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Baugh & Associates, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730818), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Redwood Wealth Management Group, LLC | United States | $0.232B | 179 |
| Titan Wealth (CI) Ltd | Guernsey | $0.232B | 51 |
| Strategic Financial Partners, Ltd. | United States | $0.232B | 81 |
| SMA Capital LLC | United States | $0.232B | 96 |
| Westfuller Advisors, LLC | United States | $0.232B | 761 |
| Resolute Wealth Strategies, LLC | United States | $0.232B | 114 |
| Samjo Management, LLC | United States | $0.231B | 84 |
| Brentview Investment Management LLC | United States | $0.231B | 63 |
| Cottage Street Advisors LLC | United States | $0.231B | 138 |
| DAVIDSON TRUST CO | United States | $0.232B | 258 |