Marmo Financial Group, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 9 quarters from 2023-12-31 to 2026-03-31, Marmo Financial Group, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964829), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Pointe Capital Management LLC | United States | $0.202B | 153 |
| ARWA LLC | United States | $0.202B | 149 |
| Sowa Financial Group, Inc. | United States | $0.202B | 30 |
| Griffith & Werner, Inc. | United States | $0.202B | 72 |
| Heritage Wealth Management, Inc. | United States | $0.202B | 157 |
| Paragon Capital Management LLC | United States | $0.202B | 57 |
| Spectrum Planning & Advisory Services Inc. | United States | $0.202B | 114 |
| Brendel Financial Advisors LLC | United States | $0.202B | 95 |
| Nipun Capital, L.P. | United States | $0.202B | 8 |
| Brown Financial Advisory | United States | $0.202B | 49 |