TRED AVON FAMILY WEALTH, LLC historic quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 3 quarters from 2025-09-30 to 2026-06-30, TRED AVON FAMILY WEALTH, LLC opened 1 positions, added to 7, reduced 23 and sold out of 2.
- Q2 2026: Stock IX; Country of operation —; Class SPONSORED ADR; Shares before 25,190.
- Q2 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,136.
- Q2 2026: Stock NVS; Country of operation —; Class SPONSORED ADR; Shares before 4,051.
- Q2 2026: Stock KB; Country of operation —; Class SPONSORED ADR; Shares before 8,275.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2094435), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27). 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 2025-09-30.
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