Tripletail Wealth Management, LLC 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, Tripletail Wealth Management, 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 2079812): 2026-03-31 (filed 2026-05-14) 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 |
|---|---|---|---|
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | United States | $0.074B | 14 |
| Benson Wealth Management INC | United States | $0.073B | 354 |
| BAYPOINTE PARTNERS LLC | United States | $0.073B | 20 |
| Wise Wealth Partners | United States | $0.074B | 53 |
| H Capital V GP, L.P. | Cayman Islands | $0.074B | 1 |
| Wallace Hart LLC | United States | $0.073B | 34 |
| January Capital Advisors LLC | United States | $0.074B | 52 |
| LDR Capital Management LLC | United States | $0.074B | 44 |
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. | Cayman Islands | $0.074B | 1 |
| GuideStone Capital Management, LLC | United States | $0.075B | 1 |