Advertisement
Screener

Tiller Private Wealth, Inc. Last Quarter Change: USA Preferred Shares, Sold Out

Tiller Private Wealth, Inc. quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Tiller Private Wealth, Inc. opened 1 positions, added to 2, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was PFFD (+$1,265,584); the largest decrease was PFF (+$33,928).

Two Form 13F-HR filings compared (SEC CIK 1663649): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-24). 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 NameCountry13F ValueHoldings
Financial Symmetry IncUnited States$0.281B63
Bluesphere Advisors LLCUnited States$0.281B121
Monte Financial Group, LLCUnited States$0.282B100
Biltmore Wealth Management, LLCUnited States$0.281B60
Remedium Capital Partners, LLCUnited States$0.281B6
3G Capital Partners LPUnited States$0.282B10
Iyo Bank, Ltd.Japan$0.281B35
INVESTMENT PARTNERS, LTD.United States$0.281B152
INCA Investments LLCUnited States$0.282B10
Northern Right Capital Management, L.P.United States$0.281B25