Delta Wealth Advisors LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 9 quarters from 2024-03-31 to 2026-06-30, Delta Wealth Advisors LLC opened 0 positions, added to 0, reduced 1 and sold out of 2.
- Q3 2024: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 19,806.
- Q2 2024: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 16,382.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1970701), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-10-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-10-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-10-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-10-10). 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 2024-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Axiom Investment Management LLC | United States | $0.131B | 3,956 |
| Paladin Advisory Group, LLC | United States | $0.131B | 241 |
| PlanVest Financial, Inc | United States | $0.131B | 565 |
| Fairway Financial, LLC | United States | $0.132B | 23 |
| SIMA Wealth Partners, LLC | United States | $0.131B | 146 |
| Vested Financial Planning, LLC | United States | $0.131B | 27 |
| Alcosta Capital Management, Inc. | United States | $0.131B | 23 |
| Graver Capital Management, LLC | United States | $0.132B | 25 |
| ATX Financial Planning, LLC | United States | $0.132B | 81 |
| Stanich Group LLC | United States | $0.131B | 47 |