MinichMacGregor Wealth Management, 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, MinichMacGregor Wealth Management, LLC opened 1 positions, added to 2, reduced 3 and sold out of 0.
- Q4 2025: Stock PRFD; Country of operation —; Class PREFERRED AND CP; Shares before 5,905.
- Q3 2025: Stock PRFD; Country of operation —; Class PREFERRED AND CP; Shares before 7,570.
- Q2 2025: Stock PRFD; Country of operation —; Class PREFERRED AND CP; Shares before 7,749.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1744318), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2015-12-31.
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