SWEENEY & MICHEL, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 8 quarters from 2024-03-31 to 2026-06-30, SWEENEY & MICHEL, LLC opened 0 positions, added to 6, reduced 2 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1979556), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-09-30 to 2025-03-31, filed 2025-04-09); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10). 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 2023-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Kidder Stephen W | United States | $0.340B | 327 |
| First International Bank of Israel Ltd. | Israel | $0.340B | 59 |
| OFS Enterprise LLC | United States | $0.340B | 94 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | United States | $0.340B | 136 |
| Main Street Group, LTD | United States | $0.340B | 1,558 |
| Cornell Pochily Investment Advisors, Inc. | United States | $0.340B | 174 |
| Bell Asset Management Ltd | Australia | $0.340B | 61 |
| Crown Wealth Group, LLC | United States | $0.340B | 145 |
| MIO Partners, Inc. | United States | $0.340B | 6 |
| Neumann Capital Management, LLC | United States | $0.340B | 102 |