LPL Financial LLC quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LPL Financial LLC opened 3 positions, added to 11, reduced 10, sold out of 2 and left 2 unchanged. The largest increase in value was JHPI (+$25,487,624); the largest decrease was JHPI (-$22,711,984).
- WHEELER REAL ESTATE INVT TR: Country of operation United States; Class CV PFD SER B; Shares 2026-03-31 22,865; Shares 2026-06-30 22,865.
- EL PASO ENERGY CAP TR I: Country of operation United States; Class PFD CV TR SEC 28; Shares 2026-03-31 9,680; Shares 2026-06-30 9,680.
Two Form 13F-HR filings compared (SEC CIK 1403438): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-07). 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.
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