FUTURE YOU WEALTH LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 6 positions, added to 6, reduced 4, sold out of 0 and left 3 unchanged. The largest increase in value was BRKB (+$570,780); the largest decrease was AAPL (-$199,018).
- JPM: Country of operation United States; Class COM; Shares 2025-03-31 1,587; Shares 2025-06-30 1,587.
- PKG: Country of operation United States; Class COM; Shares 2025-03-31 2,340; Shares 2025-06-30 2,340.
- V: Country of operation United States; Class COM CL A; Shares 2025-03-31 671; Shares 2025-06-30 671.
Two Form 13F-HR filings compared (SEC CIK 2055142): 2025-03-31 (filed 2025-05-02) and 2025-06-30 (filed 2025-07-31). 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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