Empirical Financial Services, LLC d.b.a. Empirical Wealth Management quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management opened 93 positions, added to 433, reduced 186, sold out of 41 and left 15 unchanged. The largest increase in value was DFMC (+$75,620,193); the largest decrease was DFMC (-$58,700,913).
- EBI: Country of operation —; Class LONGVIEW ADVANTG; Shares 2026-03-31 187,741; Shares 2026-06-30 187,741.
- LOAR: Country of operation United States; Class COM SHS; Shares 2026-03-31 33,703; Shares 2026-06-30 33,703.
- INBX: Country of operation United States; Class COM; Shares 2026-03-31 22,584; Shares 2026-06-30 22,584.
- PRIM: Country of operation United States; Class COM; Shares 2026-03-31 2,431; Shares 2026-06-30 2,431.
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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