CROBAN historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 7 quarters from 2023-12-31 to 2026-06-30, CROBAN opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1694663), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2023-12-31 to 2024-12-31, filed 2025-08-19). 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 2023-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | United States | $0.212B | 103 |
| GRAND WEALTH MANAGEMENT, LLC | United States | $0.212B | 87 |
| AFT, FORSYTH & COMPANY, INC. | United States | $0.212B | 123 |
| VESTIA PERSONAL WEALTH ADVISORS | United States | $0.213B | 99 |
| Carl P. Sherr & Co., LLC | United States | $0.213B | 124 |
| Pinnacle Family Advisors, LLC | United States | $0.213B | 135 |
| One Wealth Map LLC | United States | $0.213B | 103 |
| Sage Capital Management, LLC | United States | $0.213B | 163 |
| Vestment Financial LLC | United States | $0.212B | 42 |
| HMV Wealth Advisors, LLC | United States | $0.213B | 81 |