EPIQ PARTNERS, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, EPIQ PARTNERS, LLC opened 1 positions, added to 4, reduced 3 and sold out of 0.
- Q3 2024: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1799435), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2019-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Pachira Investments Inc. | United States | $0.214B | 72 |
| Viewpoint Capital Management LLC | United States | $0.214B | 135 |
| Midwest Capital Advisors, LLC | United States | $0.214B | 199 |
| IES Holdings, Inc. | United States | $0.214B | 13 |
| C M BIDWELL & ASSOCIATES LTD | United States | $0.214B | 483 |
| Westhampton Capital, LLC | United States | $0.214B | 129 |
| Taylor Securities Services, Inc. | United States | $0.214B | 55 |
| PKO BP BANKOWY Universal Pension Society JSC | Poland | $0.214B | 13 |
| Roubaix Capital, LLC | United States | $0.214B | 43 |
| Share Andrew L. | United States | $0.214B | 16 |