LFA - Lugano Financial Advisors SA 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, LFA - Lugano Financial Advisors SA opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1737871): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-28). 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 |
|---|---|---|---|
| Piedmont Capital Management, LLC | United States | $0.197B | 50 |
| OGBORNE CAPITAL MANAGEMENT, LLC | United States | $0.197B | 11 |
| Inherent Management Corp. | United States | $0.197B | 9 |
| RLH Capital LLC | United States | $0.197B | 108 |
| Fort Vancouver Investment Management, LLC | United States | $0.197B | 59 |
| Darden Wealth Group Inc | United States | $0.196B | 150 |
| ISLAY CAPITAL MANAGEMENT, LLC | United States | $0.197B | 204 |
| Fortune Financial Advisors, LLC | United States | $0.196B | 148 |
| CYRUS CAPITAL PARTNERS, L.P. | United States | $0.196B | 6 |
| Barnes Wealth Management Group, Inc | United States | $0.197B | 184 |