Seed Wealth Management, Inc. quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Seed Wealth Management, Inc. opened 0 positions, added to 0, reduced 2, sold out of 0 and left 0 unchanged. The largest increase in value was VRP (+$12,415); the largest decrease was PFFV (-$161,438).
- PFFV: Country of operation —; Class RATE PREFERRED; Shares 2026-03-31 29,700; Shares 2026-06-30 22,100.
- VRP: Country of operation —; Class VAR RATE PFD; Shares 2026-03-31 89,925; Shares 2026-06-30 89,215.
Two Form 13F-HR filings compared (SEC CIK 1963728): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-27). 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.
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