Skip to content
Disclosery

AGILIS PARTNERS LLC: FPE position timeline

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

AGILIS PARTNERS LLC held 200,435 FPE shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 200,435 shares
    Change vs previous 13F +200 shares

    1.07% of the 13F portfolio, value $3,547,700.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 200,235 shares
    Change vs previous 13F +2,016 shares

    1.01% of the 13F portfolio, value $3,624,254.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 198,219 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $3,441,082.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 198,219 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $3,433,153.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 198,219 shares
    Change vs previous 13F +2,135 shares

    0.88% of the 13F portfolio, value $3,341,972.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 196,084 shares
    Change vs previous 13F -5,590 shares

    1.13% of the 13F portfolio, value $3,131,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 201,674 shares
    Change vs previous 13F +71,565 shares

    1.26% of the 13F portfolio, value $3,221,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 130,109 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,077,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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