Advertisement
Screener

Valued Retirements, Inc. Last Quarter Change: USA Preferred Shares, Sold Out

Valued Retirements, 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, Valued Retirements, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2044874): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-13). 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
MILFAM LLCUnited States$0.102B8
Parsonex Advisory Services, Inc.United States$0.102B56
HighRoad Wealth Advisors, LLCUnited States$0.102B37
Redwood Family Wealth LLCUnited States$0.102B102
FIGURE 8 INVESTMENT STRATEGIES LLCUnited States$0.102B56
Courant Investment Management LLCUnited States$0.102B7
Rosenthal | Henry Capital Advisors, Inc.United States$0.102B42
VISION FINANCIAL MARKETS LLCUnited States$0.102B425
Framtiden Holdings Management Co LLCUnited States$0.102B6
Stembrook Asset Management, LLCUnited States$0.102B48