Tactive Advisors, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2022-12-31 to 2026-06-30, Tactive Advisors, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2002409), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2024-03-31 to 2025-06-30, filed 2025-08-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-06-04); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-14); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-02-02); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-02-02); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-02-02). 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 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ShankerValleau Wealth Advisors, Inc. | United States | $0.355B | 39 |
| Windsor Capital Management, LLC | United States | $0.355B | 123 |
| LIBRA WEALTH LLC | United States | $0.355B | 66 |
| Supplemental Annuity Collective Trust of NJ | United States | $0.355B | 297 |
| Headland Capital, LLC | United States | $0.355B | 61 |
| EQ LLC | United States | $0.355B | 74 |
| AVALON CAPITAL MANAGEMENT | United States | $0.354B | 122 |
| Courage Miller Partners, LLC | United States | $0.354B | 92 |
| Clean Yield Group | United States | $0.355B | 386 |
| WHITE PINE CAPITAL LLC | United States | $0.355B | 228 |