Fiduciary Wealth Partners, LLC historic quarter change: Foreign Warrants, Reduced
In warrants (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2015-12-31 to 2026-06-30, Fiduciary Wealth Partners, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1666504), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-09-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-09-22). 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 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2025-03-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30).
No position of this class changed this way in the filings compared.
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