LongView Wealth Management
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1990190
ATLANTA, GA
Position in PFD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$177,997
-$19,553 QoQ
Shares Held
15,305
-13.4% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#9
of 17 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LongView Wealth Management holds $3,335,370 across 3 Asset Management names. PFD ranks #3 (5.3% of the industry book) .
All Filings in PFD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,997 | 15,305 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $197,550 | 17,670 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $242,741 | 20,450 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $245,809 | 20,450 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $257,641 | 22,780 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $255,591 | 22,780 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $256,047 | 22,780 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $272,221 | 22,780 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $265,510 | 25,432 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $293,557 | 27,668 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $290,442 | 29,397 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||