Empirical Financial Services, LLC d.b.a. Empirical Wealth Management quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management opened 6 positions, added to 30, reduced 18, sold out of 6 and left 0 unchanged. The largest increase in value was TSM (+$2,991,769); the largest decrease was AMX (-$263,286).
- SIMO: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 0; Shares 2026-06-30 1,000.
- NVO: Country of operation —; Class ADR; Shares 2026-03-31 0; Shares 2026-06-30 6,657.
- TM: Country of operation —; Class ADS; Shares 2026-03-31 0; Shares 2026-06-30 1,710.
- BCS: Country of operation —; Class ADR; Shares 2026-03-31 0; Shares 2026-06-30 9,859.
Two Form 13F-HR filings compared (SEC CIK 1510434): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-15). 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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