PFF β€” iShares US Preferred Stock

Ownership history in Kades & Cheifetz LLC  Β·  9 quarters on record

AI Ownership Summary

Kades & Cheifetz LLC reported iShares US Preferred Stock (PFF) in 9 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 3.92% in 2023 Q3. The latest visible filing shows PFF at 2.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kades & Cheifetz LLC's position in iShares US Preferred Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

PFF was reported at 2.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.92% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kades & Cheifetz LLC held PFF β€” position size vs. price
% of Fund (quarterly)    PFF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 143,991 -2,943 -2.0% 2.32% $4.5M 2025-02-14 (Est.) $29.83
2024 Q3 ADDED 146,934 +6,158 +4.4% 2.80% $4.9M 2024-10-02 $30.59
2024 Q2 ADDED 140,776 +650 +0.5% 2.79% $4.4M 2024-08-12 $28.52
2024 Q1 REDUCED 140,126 -2,717 -1.9% 2.89% $4.5M 2024-05-06 $28.35
2023 Q4 REDUCED 142,843 -21,330 -13.0% 3.16% $4.5M 2024-01-30 $28.22
2023 Q3 ADDED 164,173 +119 +0.1% 3.92% $4.9M 2023-10-30 $24.51
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kades & Cheifetz LLC and PFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kades & Cheifetz LLC reported owning PFF?

Kades & Cheifetz LLC reported PFF across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported PFF position in Kades & Cheifetz LLC's portfolio?

The largest reported portfolio weight for PFF was 3.92% in 2023 Q3.

What is the latest reported PFF position on this page?

The most recent filing on this page is 2024 Q4, when Kades & Cheifetz LLC reported 143,991 shares, equal to 2.32% of portfolio, with an estimated market value of $4.5M.

What does the chart on this PFF ownership page compare?

The chart compares Kades & Cheifetz LLC's quarterly PFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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