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Disclosery

4WEALTH ADVISORS, INC.: BORR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on BORR, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 11,936 BORR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,936 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $46,670.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,936 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $50,251.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,436 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $72,129.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,936 shares
    Change vs previous 13F +326 shares

    0.05% of the 13F portfolio, value $52,132.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,610 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $33,921.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,110 shares
    Change vs previous 13F +1,650 shares

    0.02% of the 13F portfolio, value $22,161.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,460 shares
    Change vs previous 13F -88,235 shares

    0.03% of the 13F portfolio, value $22,907.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 98,695 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $384,911.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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