McMill Wealth Management 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, McMill Wealth Management opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2056447): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-17). 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 |
|---|---|---|---|
| EnRich Financial Partners LLC | United States | $0.377B | 64 |
| TRUEFG, LLC | United States | $0.377B | 71 |
| Cliffwater LLC | United States | $0.377B | 20 |
| Fivespan Partners, LP | United States | $0.377B | 4 |
| LIFELONG WEALTH ADVISORS, INC. | United States | $0.376B | 90 |
| Wakefield Asset Management LLLP | United States | $0.377B | 211 |
| Carr Financial Group Corp | United States | $0.376B | 174 |
| DELTA AIR LINES, INC. | United States | $0.378B | 3 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | United States | $0.378B | 9 |
| St. Clair Advisors, LLC | United States | $0.376B | 82 |