AllSquare Wealth Management LLC current holdings: Foreign ETF
AllSquare Wealth Management LLC reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), 1 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are BABA.
- BABA: Country of operation —; Class ADR; Shares 115; Value $20,554.
Form 13F-HR as filed (SEC CIK 1633674): quarter ended 2025-09-30, filed 2026-01-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Noble Wealth Management PBC | United States | $0.188B | 534 |
| Corecam Pte. Ltd. | Singapore | $0.191B | 46 |
| NRI Wealth Management LC | United States | $0.187B | 32 |
| Peak Planning Group, LLC | United States | $0.192B | 94 |
| BRIGHTON SECURITIES CORP. | United States | $0.192B | 59 |
| Tenret Co LLC | United States | $0.193B | 35 |
| Innova Wealth Partners | United States | $0.185B | 129 |
| CANERECTOR INC | Canada | $0.196B | 10 |
| American State Bank (Iowa) | United States | $0.196B | 132 |
| Absoluto Partners Gestao de Recursos Ltda | Brazil | $0.183B | 35 |