WealthCollab, LLC

SEC CIK: 0002017870
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

FISI holding history

Financial Institutions Inc in every 13F filed by WealthCollab, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISI overview All 13F holders of FISI Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of FISI by WealthCollab, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−263−100.0%	Sold out	Holders
Q1 2024	263	$4.95K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	263	$5.60K	<0.1%	–	No prior filing	Holders