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AFFINITY WEALTH MANAGEMENT LLC: FPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY WEALTH MANAGEMENT LLC on FPE, newest first. How the timeline and the estimate are built.

AFFINITY WEALTH MANAGEMENT LLC held 1,508,832 FPE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,508,832 shares
    Change vs previous 13F +20,880 shares

    3.47% of the 13F portfolio, value $26,977,919.

    13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT 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 1,487,952 shares
    Change vs previous 13F +18,404 shares

    4% of the 13F portfolio, value $26,411,149.

    13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT 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 1,469,548 shares
    Change vs previous 13F +44,343 shares

    3.81% of the 13F portfolio, value $26,775,170.

    13F-HR 0001951757-26-000157 filed by AFFINITY WEALTH MANAGEMENT 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 1,425,205 shares
    Change vs previous 13F +11,823 shares

    3.81% of the 13F portfolio, value $25,995,747.

    13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT 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 1,413,382 shares
    Change vs previous 13F -1,471 shares

    4.02% of the 13F portfolio, value $25,158,197.

    13F-HR 0001951757-25-000835 filed by AFFINITY WEALTH MANAGEMENT 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 1,414,853 shares
    Change vs previous 13F +39,647 shares

    4.62% of the 13F portfolio, value $24,887,260.

    13F-HR 0001951757-25-000293 filed by AFFINITY WEALTH MANAGEMENT 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 1,375,206 shares
    Change vs previous 13F +46,652 shares

    4.31% of the 13F portfolio, value $24,341,146.

    13F-HR 0001951757-25-000076 filed by AFFINITY WEALTH MANAGEMENT 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 1,328,554 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $24,046,834.

    13F-HR 0001951757-24-001010 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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