Fusion Family Wealth, LLC
2025 Q1 - 2025 Q4 (4 filings)
Shares History
History scope: non-option holdings only (PUT/CALL rows excluded).
| All 13F Holders | Filing date | Value ($000s) | % of Holdings | Shares | Reporting period |
|---|---|---|---|---|---|
| 2025 Q4 | 2/13/2026 | 8,631 | 0.4% | 224,997 | 12/31/2025 |
| 2025 Q3 | 2/17/2026 | 8,009 | 0.4% | 220,438 | 9/30/2025 |
| 2025 Q2 | 2/17/2026 | 7,283 | 0.4% | 213,074 | 6/30/2025 |
| 2025 Q1 | 2/17/2026 | 6,377 | 0.4% | 215,897 | 3/31/2025 |