Advertisement
Screener

Global Financial Private Client, LLC Last Quarter Change: Foreign Preferred Shares, New

Global Financial Private Client, LLC quarter change: Foreign Preferred Shares, New

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Global Financial Private Client, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2023568): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-20). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Planned Solutions, Inc.United States$0.306B139
Synergy Investment Management, LLCUnited States$0.306B2,562
Eaton Financial Holdings Company, LLCUnited States$0.305B125
Investidor Profissional Gestao de Recursos Ltda.Brazil$0.306B27
Sunpointe, LLCUnited States$0.305B266
RPD Fund Management LLCUnited States$0.306B11
Aster Capital Management (DIFC) LtdUnited Arab Emirates$0.306B809
FEARNLEY ASSET MANAGEMENT ASNorway$0.306B19
Lifestyle Asset Management, Inc.United States$0.306B134
Medallion Wealth Advisors, LLCUnited States$0.306B12,534