Advertisement
Screener

Kanen Wealth Management LLC Last Quarter Change: Foreign Preferred Shares, Unchanged

Kanen Wealth Management LLC quarter change: Foreign Preferred Shares, Unchanged

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Kanen Wealth Management 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 1681614): 2026-03-31 (filed 2026-05-18) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Rede Wealth, LLCUnited States$0.278B109
Centerline Wealth Advisors, LLCUnited States$0.278B73
MAD RIVER INVESTORSUnited States$0.278B32
Arcus Capital Partners, LLCUnited States$0.278B121
Malaga Cove Capital, LLCUnited States$0.278B192
Alliance Private Wealth, LLCUnited States$0.278B80
Quantum Financial Planning Services, Inc.United States$0.278B53
ShoreHaven Wealth Partners, LLCUnited States$0.278B103
RBA Wealth Management, LLCUnited States$0.278B92
EXCALIBUR MANAGEMENT CORPUnited States$0.278B160