Wealthstar Advisors, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Wealthstar Advisors, LLC opened 1 positions, added to 3, reduced 4 and sold out of 1.
- Q4 2024: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1602224), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-06-30 to 2024-12-31, filed 2025-01-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Level Wealth Management LLC | United States | $0.213B | 67 |
| Wealthcare Capital Partners, LLC | United States | $0.213B | 153 |
| Fire Capital Management LLC | United States | $0.214B | 108 |
| WJ Wealth Management, LLC | United States | $0.214B | 70 |
| SOUTHERN CAPITAL ADVISORS, LLC | United States | $0.214B | 85 |
| Finley Financial, LLC | United States | $0.214B | 107 |
| Rising Stella Capital Pte. Ltd | Singapore | $0.214B | 3 |
| MOTIVE WEALTH ADVISORS | United States | $0.213B | 92 |
| Serenity Investment Advisors | United States | $0.214B | 74 |
| CONWAY CAPITAL MANAGEMENT, INC. | United States | $0.214B | 45 |