Kaydan Wealth Management, Inc. quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kaydan Wealth Management, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1964532): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-24). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Parkshore Wealth Management, Inc. | United States | $0.299B | 69 |
| JUNCTURE WEALTH STRATEGIES, LLC | United States | $0.299B | 134 |
| BHK Investment Advisors, LLC | United States | $0.299B | 79 |
| Corundum Group, Inc. | United States | $0.299B | 108 |
| Goepper Burkhardt LLC | United States | $0.299B | 97 |
| Beacon Bridge Wealth Partners, LLC | United States | $0.299B | 101 |
| INTERCAPITAL, LLC | United States | $0.299B | 108 |
| Kimmeridge Energy Management Company, LLC | United States | $0.299B | 1 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | United States | $0.299B | 142 |
| Nepsis Inc. | United States | $0.299B | 29 |