Advertisement
Screener

Kovack Advisors, Inc. Last Quarter Change: Foreign Preferred Shares, Sold Out

Kovack Advisors, Inc. quarter change: Foreign Preferred Shares, Sold out

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Kovack Advisors, 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 1728321): 2026-03-31 (filed 2026-05-13) 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
Proficio Capital Partners LLCUnited States$1.872B248
Jordan Park Group LLCUnited States$1.878B69
EVOLVE PRIVATE WEALTH, LLCUnited States$1.871B994
Portolan Capital Management, LLCUnited States$1.879B144
Progeny 3, Inc.United States$1.870B32
LGT CAPITAL PARTNERS LTD.Switzerland$1.883B100
LANSDOWNE PARTNERS (UK) LLPUnited Kingdom$1.866B65
TCI Wealth Advisors, Inc.United States$1.883B251
S&G FoundationUnited States$1.884B20
Trek Financial, LLCUnited States$1.884B472