Brown Shipley& Co Ltd historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Brown Shipley& Co Ltd opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1912970), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16). 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 2023-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BCO Wealth Management LLC | United States | $0.166B | 42 |
| White Wing Wealth Management | United States | $0.167B | 37 |
| AMES NATIONAL CORP | United States | $0.167B | 120 |
| Millstone Evans Group, LLC | United States | $0.167B | 856 |
| Caitlin John, LLC | United States | $0.167B | 1,196 |
| STERLING INVESTMENT MANAGEMENT, LLC | United States | $0.167B | 65 |
| Marin Bay Wealth Advisors, LLC | United States | $0.166B | 127 |
| Stilwell Value LLC | United States | $0.167B | 25 |
| Mustard Seed Financial, LLC | United States | $0.167B | 92 |
| HILLTOP WEALTH ADVISORS, LLC | United States | $0.167B | 53 |