Advertisement
Screener

McGuire Investment Group, LLC Historic Quarter Change: USA Preferred Shares, Reduced

McGuire Investment Group, LLC 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, McGuire Investment 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 1756959), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); 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 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). 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 2018-09-30.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
NWF Advisory Services Inc.United States$0.886B411
Invst, LLCUnited States$0.886B341
Grove Bank & TrustUnited States$0.884B1,007
Motley Fool Wealth Management, LLCUnited States$0.884B124
GRIFFIN ASSET MANAGEMENT, INC.United States$0.887B228
GEORGE KAISER FAMILY FOUNDATIONUnited States$0.883B71
HOWARD FINANCIAL SERVICES, LTD.United States$0.888B223
Bedel Financial Consulting, Inc.United States$0.888B300
FJ Capital Management LLCUnited States$0.888B126
SHEETS SMITH WEALTH MANAGEMENTUnited States$0.888B393