Accredited Wealth Management, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Accredited Wealth Management, LLC opened 19 positions, added to 99, reduced 110, sold out of 14 and left 1 unchanged. The largest increase in value was AAPL (+$356,603); the largest decrease was TGT (-$164,167).
- ZBH: Country of operation United States; Class COM; Shares 2025-06-30 343; Shares 2025-09-30 343.
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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