Ownership history in WARNER FINANCIAL, INC · 14 quarters on record
This page tracks every 13F SEC filing in which WARNER FINANCIAL, INC reported a position in iShares U.S. Preferred Stock ETF (PFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,375 | -3,682 | -36.6% | 0.08% | $202K | $30.83 |
| 2025 Q1 | ADDED | 10,057 | +82 | +0.8% | 0.14% | $309K | $28.98 |
| 2024 Q4 | ADDED | 9,975 | +152 | +1.5% | 0.13% | $314K | $29.33 |
| 2024 Q3 | REDUCED | 9,823 | -279 | -2.8% | 0.14% | $326K | $30.37 |
| 2024 Q2 | ADDED | 10,102 | +102 | +1.0% | 0.16% | $319K | $28.39 |
| 2024 Q1 | REDUCED | 10,000 | -292 | -2.8% | 0.16% | $322K | $28.57 |
| 2023 Q4 | UNCHANGED | 10,292 | — | 0% | 0.21% | $310K | $27.35 |
| 2023 Q3 | ADDED | 10,292 | +1,146 | +12.5% | 0.21% | $310K | $25.83 |
| 2023 Q2 | UNCHANGED | 9,146 | — | 0% | 0.18% | $283K | $26.09 |
| 2023 Q1 | ADDED | 9,146 | +1 | +0.0% | 0.20% | $286K | $25.90 |
As of 2025 Q4 — sorted by position size