Great Diamond Partners, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Great Diamond Partners, LLC opened 0 positions, added to 4, reduced 1 and sold out of 1.
- Q2 2024: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 78,685.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1801112), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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 |
|---|---|---|---|
| Family Investment Center, Inc. | United States | $0.520B | 91 |
| Crawford Fund Management, LLC | United States | $0.520B | 392 |
| Grant Street Asset Management, Inc. | United States | $0.519B | 96 |
| Ashurst Perkins Coie Trust Co | United States | $0.520B | 257 |
| CacheTech Inc. | United States | $0.519B | 177 |
| OKABENA INVESTMENT SERVICES INC | United States | $0.519B | 144 |
| Platform Technology Partners | United States | $0.519B | 344 |
| Spectrum Financial Alliance Ltd LLC | United States | $0.520B | 32 |
| Wendel SE | France | $0.518B | 1 |
| Solidarity Wealth, LLC | United States | $0.521B | 83 |