Advertisement
Screener

Steffes Financial, Ltd. Historic Quarter Change: Foreign Preferred Shares, Sold Out

Steffes Financial, Ltd. historic quarter change: Foreign Preferred Shares, Sold out

In preferred shares (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Steffes Financial, Ltd. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2110878), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). 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 2025-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Pacific Point Advisors, LLCUnited States$0.190B133
Laurel Wealth Planning LLCUnited States$0.190B59
Financial Architects, LLCUnited States$0.190B25
Bradley & Co. Private Wealth Management, LLCUnited States$0.190B266
PRAGMA GESTAO DE PATRIMONIO LTDBrazil$0.189B18
Horizon Family Wealth, Inc.United States$0.189B128
Sheridan Capital Management, LLCUnited States$0.190B31
Smallwood Wealth Investment Management, LLCUnited States$0.190B527
Leslie Global Wealth, LLCUnited States$0.190B79
North Berkeley Wealth Management, LLCUnited States$0.189B73