Advertisement
Screener

LAVELLE CAPITAL LP Last Quarter Change: USA Preferred Shares, New

LAVELLE CAPITAL LP quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LAVELLE CAPITAL LP opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2136566): 2026-03-31 (filed 2026-05-28) and 2026-06-30 (filed 2026-07-22). 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
INNEALTA CAPITAL, LLCUnited States$0.161B75
Gutierrez Wealth Advisory, LLCUnited States$0.161B110
Five Pine Wealth ManagementUnited States$0.161B47
BayBridge Capital Group, LLCUnited States$0.161B95
Accordant Advisory Group IncUnited States$0.161B238
Forthright Family Wealth Advisory LLCUnited States$0.161B50
GEN Financial Management, INC.United States$0.162B51
Fore Capital, LLCUnited States$0.162B32
PETRA FINANCIAL ADVISORS INCUnited States$0.162B117
Royal Capital Wealth Management, LLCUnited States$0.161B96