Change Path, LLC
- SEC CIK
- 0001739728
- Latest filing
- Aug 13, 2026
PFD holding history
Flaherty & Crumrine Preferred & Income Fund Inc in every 13F filed by Change Path, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PFD overviewAll 13F holders of PFDFull Q2 2026 holdings
- Shares (Q2 2026)
- 23,199
- Value
- $269.8K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 23,199 | $269.8K | <0.1% | +6,099+35.7% | Added | Holders |
| Q1 2026 | 17,100 | $191.2K | <0.1% | +17,100 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −26,000−100.0% | Sold out | Holders |
| Q3 2025 | 26,000 | $312.5K | <0.1% | +15,800+154.9% | Added | Holders |
| Q2 2025 | 10,200 | $115.4K | <0.1% | +10,200 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −18,600−100.0% | Sold out | Holders |
| Q4 2022 | 18,600 | $207.0K | <0.1% | +18,600 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −12,600−100.0% | Sold out | Holders |
| Q4 2021 | 12,600 | $221.0K | <0.1% | −10,075−44.4% | Reduced | Holders |
| Q3 2021 | 22,675 | $357.0K | <0.1% | −9,775−30.1% | Reduced | Holders |
| Q2 2021 | 32,450 | $542.0K | <0.1% | +13,950+75.4% | Added | Holders |
| Q1 2021 | 18,500 | $328.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.