CALDWELL SUTTER CAPITAL, INC. historic quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, CALDWELL SUTTER CAPITAL, INC. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 702007), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). 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 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Retirement Planning Co of New England, Inc. | United States | $0.246B | 248 |
| Vernal Point Advisors, LLC | United States | $0.246B | 21 |
| Wealth Analytics Partners, LLC | United States | $0.246B | 46 |
| MY.Alpha Management HK Advisors Ltd | Hong Kong | $0.246B | 11 |
| Investment Research Partners LLC | United States | $0.246B | 245 |
| HANOVER ADVISORS INC | United States | $0.246B | 118 |
| Mirabaud & Cie SA | Switzerland | $0.246B | 54 |
| DRAVO BAY LLC | United States | $0.246B | 54 |
| Pilgrim Partners Asia Pte Ltd | Singapore | $0.246B | 126 |
| HighMark Wealth Management LLC | United States | $0.246B | 555 |