Brewster Financial Planning LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Brewster Financial Planning LLC opened 17 positions, added to 90, reduced 42 and sold out of 8.
- Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 35,885.
- Q2 2026: Stock EUSB; Country of operation —; Class ESG ADVANCED UNI; Shares before 7,233.
- Q2 2026: Stock SPTM; Country of operation —; Class STATE STREET SPD; Shares before 3,821.
- Q4 2025: Stock SPTM; Country of operation —; Class PORTFOLI S&P1500; Shares before 3,821.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1898145), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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 2021-12-31.
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