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Disclosery

Advisory Resource Group: FENI position timeline

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

Advisory Resource Group held 128,600 FENI 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 128,600 shares
    Change vs previous 13F +8,914 shares

    0.78% of the 13F portfolio, value $5,160,718.

    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 119,686 shares
    Change vs previous 13F -7,566 shares

    0.77% of the 13F portfolio, value $4,452,319.

    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 127,252 shares
    Change vs previous 13F -832 shares

    0.82% of the 13F portfolio, value $4,654,878.

    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 128,084 shares
    Change vs previous 13F -3,129 shares

    0.81% of the 13F portfolio, value $4,518,804.

    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 131,213 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,364,144.

    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).