Fidato Wealth 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, Fidato Wealth LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1711360), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Foresight Global Investors, Inc. | United States | $0.154B | 29 |
| SBI Holdings USA, Inc. | United States | $0.154B | 1 |
| Alpine Fox Capital LLC | United States | $0.154B | 17 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | United States | $0.154B | 39 |
| Cedar Point Capital Partners, LLC | United States | $0.154B | 71 |
| Cravens & Co Advisors, LLC | United States | $0.154B | 64 |
| PERSPECTIVE WEALTH ADVISORS LLC | United States | $0.154B | 55 |
| NDWM LLC | United States | $0.154B | 38 |
| Stonekeep Investments, LLC | United States | $0.154B | 66 |
| H PARTNERS MANAGEMENT, LLC | United States | $0.154B | 2 |