Advertisement
Screener

Ipsen Advisor Group LLC Last Quarter Change: USA Preferred Shares, Sold Out

Ipsen Advisor Group LLC quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Ipsen Advisor Group 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 1964922): 2026-03-31 (filed 2026-05-29) and 2026-06-30 (filed 2026-07-29). 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
Cooper Capital Advisors LLCUnited States$0.143B35
GreatBanc Trust COUnited States$0.143B112
Nvest Wealth Strategies, Inc.United States$0.143B439
11.2 Capital Management, LLCUnited States$0.143B1
ENTRUST FINANCIAL LLCUnited States$0.143B457
Petiole USA ltdUnited States$0.143B32
Settian Capital LPUnited States$0.143B26
PRIMORIS WEALTH ADVISORS, LLCUnited States$0.143B96
Menard Financial Group LLCUnited States$0.143B82
Merkkuri Wealth Advisors LLCUnited States$0.143B80