Chico Wealth RIA 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, Chico Wealth RIA opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1926037), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 2022-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alamar Capital Management, LLC | United States | $0.164B | 84 |
| Papamarkou Wellner Asset Management inc. | United States | $0.164B | 86 |
| Gridiron Partners, LLC | United States | $0.164B | 47 |
| Longview Financial Advisors, Inc. | United States | $0.164B | 163 |
| VMS Asset Management Limited | Hong Kong | $0.164B | 23 |
| Prospect Financial Services LLC | United States | $0.164B | 104 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | United States | $0.164B | 41 |
| Baring Financial LLC | United States | $0.163B | 72 |
| International Private Wealth Advisors LLC | United States | $0.163B | 152 |
| TB Capital Gestao de Recursos Ltda. | Brazil | $0.163B | 17 |