CEERA INVESTMENTS, LLC

Position in FLC — Flaherty & Crumrine Total Return Fund Inc

CIK 1860698 BELLAIRE, TX

Position in FLC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,181,817

+$622,895 QoQ

Shares Held

69,930

+107.7% QoQ

Ownership

0.669%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#12

of 51 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CEERA INVESTMENTS, LLC holds $2,563,368 across 3 Asset Management names. FLC ranks #2 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	73,730	$1,200,324
2	FLC	Flaherty & Crumrine Total Return Fund Inc This page	69,930	$1,181,817
3	ECF	Ellsworth Growth & Income Fund Ltd	13,719	$181,227

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,181,817	69,930	+107.7%	Shares	Sole	2026-08-06
2026-03-31	$558,922	33,670	-5.3%	Shares	Sole	2026-05-06
2025-12-31	$622,475	35,570	+19.6%	Shares	Sole	2026-02-09
2025-09-30	$529,788	29,730	+28.3%	Shares	Sole	2025-11-05
2025-06-30	$393,890	23,170	+64.6%	Shares	Sole	2025-08-05
2023-09-30	$192,755	14,080	0.0%	Shares	Sole	2023-11-08
2023-06-30	$202,329	14,080	0.0%	Shares	Sole	2023-08-04
2023-03-31	$206,976	14,080	0.0%	Shares	Sole	2023-09-27
2022-12-31	$222,323	14,080	-23.5%	Shares	Sole	2023-10-02
2022-09-30	$287,670	18,405	0.0%	Shares	Sole	2022-11-08
2022-06-30	$330,001	18,405	-1.9%	Shares	Sole	2022-08-09
2022-03-31	$374,549	18,765	0.0%	Shares	Sole	2022-05-10
2021-12-31	$427,654	18,765	0.0%	Shares	Sole	2022-02-09
2021-09-30	$449,984	18,765	0.0%	Shares	Sole	2021-11-08
2021-06-30	$458,053	18,765	0.0%	Shares	Sole	2021-08-09
2021-03-31	$457,678	18,765	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.