FORTERIS WEALTH MANAGEMENT INC. quarter change: Foreign Warrants, Unchanged
In warrants (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, FORTERIS WEALTH MANAGEMENT INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2107238): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-21). 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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HANSEATIC MANAGEMENT SERVICES INC | United States | $0.104B | 80 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | United States | $0.105B | 80 |
| Guardian Capital, LLC | United States | $0.105B | 81 |
| Purewater Capital LLC | United States | $0.104B | 69 |
| Kilner Capital Advisors, LLC | United States | $0.104B | 18 |
| JHP Wealth Management, LLC | United States | $0.105B | 32 |
| McLaughlin Asset Management, Inc. | United States | $0.105B | 91 |
| Stonebridge Wealth Management, LLC | United States | $0.104B | 36 |
| BFI Wealth Solutions, LLC | United States | $0.104B | 75 |
| Waycross Investment Management Co | United States | $0.105B | 44 |