WEDBUSH SECURITIES INC FLC FLAHERTY & CRUMRINE COM

Ownership history in WEDBUSH SECURITIES INC  ·  25 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported FLAHERTY & CRUMRINE COM (FLC) in 25 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows FLC at 0.01% 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 FLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in FLAHERTY & CRUMRINE COM, 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
2026 Q1

FLC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 WEDBUSH SECURITIES INC held FLC — position size vs. price
% of Fund (quarterly)    FLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,530 -2,420 -16.2% 0.01% $208 2026-04-21 $17.15
2025 Q4 REDUCED 14,950 -100 -0.7% 0.01% $262K 2026-02-12 $17.67
2025 Q3 ADDED 15,050 +5,050 +50.5% 0.01% $268K 2025-11-06 $16.89
2025 Q2 UNCHANGED 10,000 0% 0.01% $170K 2025-08-06 $16.22
2025 Q1 UNCHANGED 10,000 0% 0.01% $168K 2025-05-06 $15.21
2024 Q4 REDUCED 29.1% +2.2% 10,000 -4,100 -29.1% 0.01% $167K 2025-02-13 $15.67
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEDBUSH SECURITIES INC and FLC

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

How long has WEDBUSH SECURITIES INC reported owning FLC?

WEDBUSH SECURITIES INC reported FLC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FLC position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for FLC was 0.01% in 2025 Q3.

What is the latest reported FLC position on this page?

The most recent filing on this page is 2026 Q1, when WEDBUSH SECURITIES INC reported 12,530 shares, equal to 0.01% of portfolio, with an estimated market value of $208.

What does the chart on this FLC ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly FLC 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.

How well did WEDBUSH SECURITIES INC time their FLC position?

Based on 13F filing dates vs. subsequent FLC price moves, WEDBUSH SECURITIES INC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on FLC relative to SPY over the holding period was -17.1%.

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