Onyx Bridge Wealth Group 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, Onyx Bridge Wealth Group LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was PFFD (+$1,259); the largest decrease was PFFD (+$1,259).
Two Form 13F-HR filings compared (SEC CIK 1819476): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-23). 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 |
|---|---|---|---|
| Greenline Partners, LLC | United States | $0.930B | 171 |
| Moisand Fitzgerald Tamayo, LLC | United States | $0.931B | 518 |
| BIGLARI CAPITAL CORP. | United States | $0.929B | 19 |
| Westerkirk Capital Inc. | Canada | $0.929B | 208 |
| Van Cleef Asset Management,Inc | United States | $0.929B | 118 |
| DiNuzzo Private Wealth, Inc. | United States | $0.928B | 1,349 |
| Financial Plan, Inc. | United States | $0.933B | 94 |
| TRITONPOINT WEALTH, LLC | United States | $0.934B | 268 |
| Tamar Securities, LLC | United States | $0.934B | 91 |
| Massar Capital Management, LP | United States | $0.934B | 246 |