Westshore Wealth, LLC quarter change: Foreign Preferred Shares, Reduced
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Westshore Wealth, 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 1806366): 2026-03-31 (filed 2026-05-27) and 2026-06-30 (filed 2026-08-10). 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 |
|---|---|---|---|
| Vantage Point Financial LLC | United States | $0.285B | 176 |
| THEORY FINANCIAL LLC | United States | $0.285B | 94 |
| West Family Investments, Inc. | United States | $0.285B | 259 |
| BENNETT SELBY INVESTMENTS LP | United States | $0.285B | 81 |
| G&S Capital LLC | United States | $0.285B | 133 |
| Kenora Financial, LLC | United States | $0.286B | 132 |
| Providence First Trust Co | United States | $0.284B | 179 |
| Future Fund LLC | United States | $0.284B | 127 |
| Owls Nest Partners IA, LLC | United States | $0.286B | 13 |
| Leisure Capital Management | United States | $0.286B | 154 |