MFA WEALTH ADVISORS, LLC quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MFA WEALTH ADVISORS, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1688184): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-13). 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 |
|---|---|---|---|
| Wealth Dimensions Group, Ltd. | United States | $0.508B | 172 |
| Ascentis Wealth Management, LLC | United States | $0.508B | 1,745 |
| Machina Capital S.A.S. | France | $0.508B | 353 |
| Bricktown Capital, LLC | United States | $0.508B | 32 |
| MALTESE CAPITAL MANAGEMENT LLC | United States | $0.508B | 300 |
| Oasis Advisors, LLC | United States | $0.509B | 210 |
| MAGNOLIA CAPITAL ADVISORS LLC | United States | $0.509B | 281 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | United States | $0.509B | 77 |
| Hobart Private Capital, LLC | United States | $0.509B | 341 |
| High Note Wealth, LLC | United States | $0.509B | 939 |