Accredited Wealth Management, LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 3 quarters from 2024-12-31 to 2025-09-30, Accredited Wealth Management, LLC opened 1 positions, added to 10, reduced 14 and sold out of 0.
- Q3 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 192.
- Q3 2025: Stock BUD; Country of operation —; Class SPONSORED ADR; Shares before 390.
- Q3 2025: Stock SAP; Country of operation —; Class SPON ADR; Shares before 50.
- Q3 2025: Stock EMBJ; Country of operation —; Class SPONSORED ADS; Shares before 50.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056519), 3 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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