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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

FSV holding history

FirstService Corp in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FSV overviewAll 13F holders of FSVFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2022
Holdings of FSV by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−544−100.0%Sold outHolders
Q1 2025544$90.3K<0.1%+544NewHolders
Q2 20230$00.0%−1,565−100.0%Sold outHolders
Q1 20231,565$220.6K<0.1%−249−13.7%ReducedHolders
Q4 20221,814$222.3K<0.1%−655−26.5%ReducedHolders
Q3 20222,469$294.0K<0.1%+2,469NewHolders