Eagle Strategies LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Eagle Strategies LLC opened 2 positions, added to 11, reduced 3 and sold out of 2.
- Q3 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 169,283.
- Q1 2024: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 39,727.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1907666), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | United States | $0.837B | 44 |
| De Lisle Partners LLP | United Kingdom | $0.836B | 174 |
| Financial Partners Group, Inc | United States | $0.836B | 227 |
| Seilern Investment Management Ltd | United Kingdom | $0.838B | 24 |
| MATTERN CAPITAL MANAGEMENT, LLC | United States | $0.835B | 170 |
| MBB PUBLIC MARKETS I LLC | United States | $0.839B | 25 |
| MANAGED ASSET PORTFOLIOS, LLC | United States | $0.834B | 51 |
| Community Bank, N.A. | United States | $0.840B | 698 |
| Family Manage LLC | United States | $0.834B | 305 |
| Walmart Inc. | United States | $0.840B | 3 |