Wealth Management Nebraska quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Wealth Management Nebraska opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2042783): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-27). 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 |
|---|---|---|---|
| Forge Financial Services LLC | United States | $0.987B | 31 |
| Planning Center, Inc. | United States | $0.987B | 78 |
| Polymer Capital Management (US) LLC | United States | $0.988B | 803 |
| Rock Creek Group LLC | United States | $0.988B | 61 |
| Lightspeed Management Company, L.L.C. | United States | $0.988B | 8 |
| AZZAD ASSET MANAGEMENT INC /ADV | United States | $0.989B | 331 |
| Cooper Financial Group | United States | $0.989B | 425 |
| Politan Capital Management LP | United States | $0.985B | 3 |
| Knollwood Investment Advisory, LLC | United States | $0.992B | 303 |
| Rodgers & Associates, LTD | United States | $0.982B | 101 |