Rinkey Investments quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Rinkey Investments opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1730774): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-07-20). 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 |
|---|---|---|---|
| Prostatis Group LLC | United States | $0.391B | 167 |
| Schusterman Interests, LLC | United States | $0.391B | 9 |
| 55 North Private Wealth, LLC | United States | $0.391B | 210 |
| Mezzasalma Advisors, LLC | United States | $0.391B | 155 |
| BOS Asset Management, LLC | United States | $0.392B | 200 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | United States | $0.392B | 3,844 |
| Turas Capital Management LP | United States | $0.392B | 37 |
| Inlet Private Wealth, LLC | United States | $0.392B | 128 |
| CWS Financial Advisors, LLC | United States | $0.390B | 157 |
| Buckley Wealth Management, LLC | United States | $0.392B | 103 |