53 assets, filed Jun 25, 2026 (FD Original).
APHKX
Artisan International Value Fd Insti Shs · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$1,001 - $15,000
APHKX
Artisan International Value Fd Insti Shs · Mutual fund · Seth: Fidelity Investments Rollover IRA
$1 - $1,000
APHKX
Artisan International Value Fd Insti Shs · Mutual fund · Seth: Fidelity Investments Roth IRA
$1,001 - $15,000
BAFJX
Brown Advisory - WMC Japan Equity Fund Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$1,001 - $15,000
BAFQX
Brown Advisory Emerging Markets Select Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$15,001 - $50,000
BAFQX
Brown Advisory Emerging Markets Select Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#2 SP
$15,001 - $50,000
BAFQX
Brown Advisory Emerging Markets Select Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Rollover IRA
$1,001 - $15,000
BAFQX
Brown Advisory Emerging Markets Select Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Roth IRA
$1,001 - $15,000
Brown Advisory Global Leaders Fund - Institutional Shares
$100,000
BAFLX
Brown Advisory Global Leaders Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$15,001 - $50,000
BAFLX
Brown Advisory Global Leaders Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#2 SP
$1,001 - $15,000
BAFLX
Brown Advisory Global Leaders Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments Roth IRA SP
$1,001 - $15,000
BAFLX
Brown Advisory Global Leaders Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Rollover IRA
$1,001 - $15,000
BAFSX
Brown Advisory Small Cap Growth Fund Inst Shares · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$15,001 - $50,000
BAFSX
Brown Advisory Small Cap Growth Fund Inst Shares · Mutual fund · Liz: Fidelity Investments IRA#2 SP
$1,001 - $15,000
BAFSX
Brown Advisory Small Cap Growth Fund Inst Shares · Mutual fund · Liz: Fidelity Investments Roth IRA SP
$1,001 - $15,000
BAFSX
Brown Advisory Small Cap Growth Fund Inst Shares · Mutual fund · Seth: Fidelity Investments Rollover IRA
$1,001 - $15,000
BAFSX
Brown Advisory Small Cap Growth Fund Inst Shares · Mutual fund · Seth: Fidelity Investments Roth IRA
$1,001 - $15,000
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$15,001 - $50,000
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#2 SP
$1,001 - $15,000
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments Roth IRA SP
$1,001 - $15,000
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Rollover IRA
$1,001 - $15,000
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Roth IRA
$1,001 - $15,000
BAISX
Brown Advisory Sustainable Bond Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$15,001 - $50,000
BAISX
Brown Advisory Sustainable Bond Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#2 SP
$1,001 - $15,000
BAISX
Brown Advisory Sustainable Bond Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Rollover IRA
$1,001 - $15,000
BAISX
Brown Advisory Sustainable Bond Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Roth IRA
$1,001 - $15,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Liz: Fidelity Investments IRA#1 SP
$15,001 - $50,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Liz: Fidelity Investments IRA#2 SP
$1,001 - $15,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Liz: Fidelity Investments Roth IRA SP
$1,001 - $15,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Seth: Fidelity Investments Rollover IRA
$1,001 - $15,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Seth: Fidelity Investments Roth IRA
$1,001 - $15,000
Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX)
$100,000
Brown Advisory Sustainable Value Fund - Institutional Shares
$100,000
BASVX
Brown Advisory Sustainable Value Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments IRA#2 SP
$1,001 - $15,000
BASVX
Brown Advisory Sustainable Value Fund - Institutional Shares · Mutual fund · Liz: Fidelity Investments Roth IRA SP
$1,001 - $15,000
BASVX
Brown Advisory Sustainable Value Fund - Institutional Shares · Mutual fund · Seth: Fidelity Investments Roth IRA
$1,001 - $15,000
Brown Advisory Tax-Exempt Bond Fund - Institutional
$100,000
Divergent Technologies, Inc. Series D Preferred Stock
Private stock option · Joint
$50,001 - $100,000
Divergent Technologies, Inc. Series D Preferred Stock
Private stock option
$100,000
MA Portfolio 2033 (Fidelity Fund Port)
529 plan holding · Seth: Fidelity Investments Rollover IRA
$1,001 - $15,000
MA Portfolio 2036 (Fidelity Index)
529 plan holding · ETRADE Investment Account SP
$1,001 - $15,000
MA Portfolio 2039 (Fidelity Funds)
529 plan holding · Daughter's 529 SP
$1,001 - $15,000
Marblehead Bank account
Bank/brokerage account · Joint
$1,001 - $15,000
Martin's Press [IP] Dhow Ventures Fund I, LP
Hedge fund · Joint
$1,001 - $15,000
Oura Health OY Series C Preferred Shares
Private stock option · Joint
$1,000,001 - $5,000,000
Residential property located in Salem, MA
Real property · Joint
$1,000,001 - $5,000,000
BTEIX
Shares · Mutual fund · Fidelity Investments Transfer of Death Account JT
$1,001 - $15,000
USAA accounts
Bank/brokerage account · Joint
$50,001 - $100,000
liquidated.
· Caroline's 529 Account
$1,001 - $15,000
liquidated.
· Thea's 529 SP
$1 - $1,000
webAI, Inc.
Private stock option
$1,000,001 - $5,000,000
webAI, Inc.
Private stock option
$5,000,000