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Disclosery

1776 Wealth LLC: FPEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on FPEI, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 124,420 FPEI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,420 shares
    Change vs previous 13F -369 shares

    0.85% of the 13F portfolio, value $2,400,054.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 124,789 shares
    Change vs previous 13F -371 shares

    0.93% of the 13F portfolio, value $2,370,982.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,160 shares
    Change vs previous 13F +588 shares

    0.91% of the 13F portfolio, value $2,426,845.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 124,572 shares
    Change vs previous 13F -7,806 shares

    0.93% of the 13F portfolio, value $2,409,217.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 132,378 shares
    Change vs previous 13F -19,570 shares

    1.04% of the 13F portfolio, value $2,513,863.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 151,948 shares
    Change vs previous 13F -22 shares

    1.31% of the 13F portfolio, value $2,841,421.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 151,970 shares
    Change vs previous 13F -1,302 shares

    1.31% of the 13F portfolio, value $2,841,838.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 153,272 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,922,902.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).