1 NORTH WEALTH SERVICES LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, 1 NORTH WEALTH SERVICES LLC opened 22 positions, added to 27, reduced 16, sold out of 0 and left 120 unchanged. The largest increase in value was AAPL (+$915,213); the largest decrease was GLD (-$1,603,050).
- HPE: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 429.
- SPG: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 69.
- WFC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 178.
- TFC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 276.
Two Form 13F-HR filings compared (SEC CIK 1641761): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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