Accredited Wealth Management, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-06-30 to 2025-09-30, Accredited Wealth Management, LLC opened 0 positions, added to 5, reduced 7, sold out of 0 and left 0 unchanged. The largest increase in value was NVS (+$3,976); the largest decrease was SHEL (-$34,757).
- SHEL: Country of operation —; Class SPON ADS; Shares 2025-06-30 900; Shares 2025-09-30 3.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2025-06-30 550; Shares 2025-09-30 50.
- DEO: Country of operation —; Class SPON ADR NEW; Shares 2025-06-30 833; Shares 2025-09-30 450.
- NICE: Country of operation —; Class SPONSORED ADR; Shares 2025-06-30 65; Shares 2025-09-30 0.
Two Form 13F-HR filings compared (SEC CIK 2056519): 2025-06-30 (filed 2025-08-12) and 2025-09-30 (filed 2025-11-12). 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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