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Advisory Resource Group: FELV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on FELV, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 225,693 FELV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,693 shares
    Change vs previous 13F +11,242 shares

    1.36% of the 13F portfolio, value $9,048,032.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 214,451 shares
    Change vs previous 13F +7,058 shares

    1.29% of the 13F portfolio, value $7,486,484.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 207,393 shares
    Change vs previous 13F +13,864 shares

    1.26% of the 13F portfolio, value $7,188,241.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 193,529 shares
    Change vs previous 13F +34,533 shares

    1.16% of the 13F portfolio, value $6,489,027.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 158,996 shares
    Change vs previous 13F +11,774 shares

    0.97% of the 13F portfolio, value $5,051,303.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 147,222 shares
    Change vs previous 13F -6,932 shares

    0.92% of the 13F portfolio, value $4,525,604.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 154,154 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,697,072.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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