PMG Wealth Management, Inc. historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, PMG Wealth Management, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2052904), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Michels Family Financial, LLC | United States | $0.139B | 139 |
| Seelaus Asset Management LLC | United States | $0.139B | 204 |
| CHESAPEAKE CAPITAL CORP /IL/ | United States | $0.139B | 156 |
| DKM Wealth Management, Inc. | United States | $0.139B | 77 |
| Parvin Asset Management, LLC | United States | $0.139B | 310 |
| Kennondale Capital Management LLC | United States | $0.139B | 78 |
| SEVEN MILE ADVISORY | United States | $0.139B | 182 |
| WORMSER FRERES GESTION | France | $0.139B | 42 |
| Bluegrass Capital Partners LP | United States | $0.139B | 10 |
| Cogent Private Wealth, Inc. | United States | $0.139B | 98 |