FLP Wealth Management, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, FLP Wealth Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 2.
- Q1 2025: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 367.
- Q1 2025: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 220.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2052024), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-04-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-10-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-07-15). 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 2024-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Capital CS Group, LLC | United States | $0.049B | 61 |
| ClearAlpha Technologies LP | United States | $0.049B | 74 |
| Portland Financial Advisors Inc | United States | $0.048B | 77 |
| OV Management LLC | United States | $0.049B | 53 |
| REGENERON PHARMACEUTICALS, INC. | United States | $0.048B | 2 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | United States | $0.049B | 1,616 |
| Chan Zuckerberg Initiative, LLC | United States | $0.049B | 1 |
| Varde Management, L.P. | United States | $0.049B | 4 |
| Vickerman Investment Advisors, Inc. | United States | $0.048B | 94 |
| 72 Investment Holdings, LLC | United States | $0.050B | 5 |