Advertisement
Screener

INVESTED ADVISORS Historic Quarter Change: Foreign Preferred Shares, Reduced

INVESTED ADVISORS historic quarter change: Foreign Preferred Shares, Reduced

In preferred shares (depositary receipts and foreign shares traded over the counter), over 3 quarters from 2025-09-30 to 2026-06-30, INVESTED ADVISORS opened 0 positions, added to 2, reduced 1 and sold out of 0.

  • Q1 2026: Stock CIG; Country of operation —; Class SP ADR N-V PFD; Shares before 25,517.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2090165), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26). 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 2025-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026CIG
CIA ENERGETICA DE MINAS GERA
SP ADR N-V PFD25,51725,447-70$51,034$60,818+$9,7842026-04-29

Similar Firms

Firm NameCountry13F ValueHoldings
Cedarwood Wealth LLCUnited States$0.099B81
Vennlight Capital Management, LPUnited States$0.099B18
Objective Capital Management, LLCUnited States$0.099B95
Alpine Peaks Capital, LPUnited States$0.099B21
Susquehanna Capital Management, LLCUnited States$0.099B2
Titiun YejielUruguay$0.099B57
Putney Financial Group LLCUnited States$0.099B84
Capstone Capital Management LtdHong Kong$0.099B51
Willow Financial LLCUnited States$0.099B37
Peoples Bank/KSUnited States$0.099B99