AllSquare Wealth Management LLC quarter change: Foreign Stocks, Added
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, AllSquare Wealth Management LLC opened 0 positions, added to 2, reduced 0, sold out of 1 and left 14 unchanged. The largest increase in value was TSM (+$417,590); the largest decrease was NVO (-$17,724).
- TSM: Country of operation —; Class ADR; Shares 2025-06-30 3,545; Shares 2025-09-30 4,370.
- NGG: Country of operation —; Class ADR; Shares 2025-06-30 4,524; Shares 2025-09-30 4,599.
Two Form 13F-HR filings compared (SEC CIK 1633674): 2025-06-30 (filed 2025-08-14) and 2025-09-30 (filed 2026-01-12). 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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