Infinity Wealth Counsel, LLC historic quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Infinity Wealth Counsel, 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 2066524), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13). 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.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Kassira Wealth Management LLC | United States | $0.109B | 59 |
| Drum Hill Capital, LLC | United States | $0.109B | 46 |
| Dougherty & Associates, LLC | United States | $0.109B | 52 |
| Payne Capital LLC | United States | $0.109B | 55 |
| PeakShares LLC | United States | $0.109B | 116 |
| Board of the Pension Protection Fund | United Kingdom | $0.109B | 156 |
| WealthSpring Partners, LLC | United States | $0.109B | 72 |
| JS Capital Management LLC | United States | $0.109B | 1 |
| Simcoe Capital LLC | United States | $0.109B | 31 |
| Cornerstone Financial Management LLC | United States | $0.109B | 1,311 |