Tradewinds, LLC. quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Tradewinds, LLC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1932342): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-14). 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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| IronBridge Private Wealth, LLC | United States | $0.310B | 78 |
| Boothe Investment Group, Inc. | United States | $0.311B | 40 |
| Redwood Grove Capital, LLC | United States | $0.310B | 22 |
| Atle Fund Management AB | Sweden | $0.310B | 39 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | United States | $0.310B | 74 |
| IAT REINSURANCE CO LTD. | United States | $0.310B | 67 |
| Seven Post Investment Office LP | United States | $0.310B | 36 |
| TSA Wealth Managment LLC | United States | $0.309B | 105 |
| Pinnacle Holdings, LLC | United States | $0.309B | 233 |
| Towne Trust Company, N.A | United States | $0.311B | 349 |