Hardy Reed 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, Hardy Reed 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 1761871), 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 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2018-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| NAPLES GLOBAL ADVISORS, LLC | United States | $1.371B | 441 |
| Capital Investment Advisory Services, LLC | United States | $1.371B | 1,206 |
| Hill Path Capital LP | United States | $1.370B | 7 |
| RWWM, Inc. | United States | $1.370B | 34 |
| Ethos Financial Group, LLC | United States | $1.369B | 540 |
| Ionic Capital Management LLC | United States | $1.368B | 165 |
| MHR FUND MANAGEMENT LLC | United States | $1.368B | 10 |
| SILVER OAK SECURITIES, INCORPORATED | United States | $1.368B | 781 |
| Moss Adams Wealth Advisors LLC | United States | $1.367B | 462 |
| Pertento Partners LLP | United Kingdom | $1.367B | 19 |