Advertisement
Screener

Koenig Investment Advisory, LLC Last Quarter Change: USA Preferred Shares, Added

Koenig Investment Advisory, LLC quarter change: USA Preferred Shares, Added

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Koenig Investment Advisory, 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 2114481): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-16). 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
Electric Capital Partners, LLCUnited States$0.118B7
Warm Springs Advisors Inc.United States$0.118B48
Walnut Level Capital LLCUnited States$0.118B39
Orca Investment Management, LLCUnited States$0.118B57
Capstone Wealth Management, Inc.United States$0.118B38
Ridge Creek Global, IncUnited States$0.118B85
North Horizon Holdings Inc.Canada$0.118B1
Tandem Investment Partners LLCUnited States$0.118B73
Oceanic Investment Management LTDIsle of Man$0.118B43
New Dimensions Wealth Management, LLCUnited States$0.118B20