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D L CARLSON INVESTMENT GROUP INC Historic Quarter Change: USA Preferred Shares, Added

D L CARLSON INVESTMENT GROUP INC historic quarter change: USA Preferred Shares, Added

In preferred shares (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, D L CARLSON INVESTMENT GROUP INC opened 2 positions, added to 6, reduced 4 and sold out of 3.

  • Q2 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 113,370.
  • Q1 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 106,654.
  • Q4 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 96,769.
  • Q3 2024: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 165,873.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1021117), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-29); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-05); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-07); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-06); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). 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 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PFF
ISHARES TR
PFD AND INCM SEC113,370118,649+5,279$3,437,378$3,617,608+$180,2302026-08-11
Q1 2026PFF
ISHARES TR
PFD AND INCM SEC106,654113,370+6,716$3,302,008$3,437,378+$135,3702026-05-13
Q4 2025PFF
ISHARES TR
PFD AND INCM SEC96,769106,654+9,885$3,059,836$3,302,008+$242,1722026-02-17
Q3 2024PFF
ISHARES TR
PFD AND INCM SEC165,873181,120+15,247$5,233,293$6,018,618+$785,3252024-11-13
Q2 2024PFF
ISHARES TR
PFD AND INCM SEC121,154165,873+44,719$3,904,793$5,233,293+$1,328,5002024-08-14
Q1 2024PFF
ISHARES TR
PFD AND INCM SEC119,870121,154+1,284$3,822,654$3,904,793+$82,1392024-05-14

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