COBBLESTONE CAPITAL ADVISORS LLC /NY/ 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, COBBLESTONE CAPITAL ADVISORS LLC /NY/ opened 0 positions, added to 1, reduced 1, sold out of 1 and left 1 unchanged. The largest increase in value was TSM (+$169,583); the largest decrease was DEO (-$1,366,720).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2025-06-30 2,503; Shares 2025-09-30 2,637.
Two Form 13F-HR filings compared (SEC CIK 1033505): 2025-06-30 (filed 2025-08-01) 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||