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Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

FFC holding history

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC in every 13F filed by Laurel Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FFC overviewAll 13F holders of FFCFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2021
Holdings of FFC by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−3,930−100.0%Sold outHolders
Q2 20223,930$66.0K<0.1%00.0%UnchangedHolders
Q1 20223,930$77.0K0.1%−5,000−56.0%ReducedHolders
Q4 20218,930$194.0K0.1%00.0%UnchangedHolders
Q3 20218,930$199.0K0.2%00.0%UnchangedHolders
Q2 20218,930$203.0K0.2%+8,930NewHolders