McGlone Suttner Wealth Management, Inc. historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, McGlone Suttner Wealth Management, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 2.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964819), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 |
|---|---|---|---|
| Symphony Financial, Ltd. Co. | United States | $0.755B | 315 |
| JOHN G ULLMAN & ASSOCIATES INC | United States | $0.754B | 174 |
| HMI Capital Management, L.P. | United States | $0.754B | 11 |
| FIDUCIARY FINANCIAL GROUP, LLC | United States | $0.754B | 345 |
| Meridian Wealth Advisors, LLC | United States | $0.756B | 202 |
| Ranmore Fund Management Ltd | United Kingdom | $0.757B | 20 |
| Tennessee Valley Asset Management Partners | United States | $0.757B | 191 |
| Integrity Advisory Solutions, LLC | United States | $0.757B | 293 |
| ECLECTIC ASSOCIATES INC /ADV | United States | $0.753B | 159 |
| ABC ARBITRAGE SA | France | $0.753B | 364 |