Pines Wealth Management, LLC
Position in FFC — Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
CIK 2037426
SOUTHERN PINES, NC
Position in FFC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$317,126
-$20,883 QoQ
Shares Held
20,473
0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FFC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pines Wealth Management, LLC holds $1,218,349 across 4 Asset Management names. FFC ranks #2 (26.0% of the industry book) .
All Filings in FFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,126 | 20,473 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $338,009 | 20,473 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $446,976 | 26,464 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $291,330 | 17,884 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $284,892 | 17,884 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $217,621 | 14,013 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||