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Piper Jaffray Companies shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Piper Jaffray Companies (PIPR) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Piper Jaffray Companies

Tip: Access up to 7 years of quarterly data

All positions including Piper Jaffray Companies held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Piper Jaffray Companies by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 151 339.71

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Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding Piper Jaffray Companies

BlackRock
Vanguard Group
Invesco
State Street Corporation
Geode Capital Management
FMR
Dimensional Fund Advisors
Alliancebernstein
Citadel Advisors
Jennifer Ranahan
Goldman Sachs Group
Stephens Investment Management Group
Westwood Holdings
Norges Bank Investment Management
Charles Schwab Investment Management

View all funds holding Piper Jaffray Companies